<div dir="ltr"><div class="gmail_default"><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><font face="garamond, times new roman, serif"><span style="font-size:14pt;line-height:107%">Good morning Gotham, </span><span style="font-size:14pt;line-height:107%"></span></font></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><span style="line-height:107%;font-size:14pt"><font face="garamond, times new roman, serif"><br>
Please help me give a big warm welcome to one of Gotham's newest members, Louis
Green. </font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><span style="font-size:14pt"><font face="garamond, times new roman, serif"> </font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><span style="line-height:107%;font-size:14pt"><font face="garamond, times new roman, serif">Louis is dedicated
to helping his clients solve the financial puzzle of their lives. He focuses on
long-term planning and comprehensive wealth management for attorneys, business
executives, retirees, and trustees. Louis incorporates the lessons of
behavioral finance into his work. He believes that by avoiding emotional
mistakes, particularly during times of financial upheaval, clients can be
better positioned to achieve their goals.</font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><span style="line-height:107%;font-size:14pt"><font face="garamond, times new roman, serif"><br></font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><span style="line-height:107%;font-size:14pt"><font face="garamond, times new roman, serif">Louis’s approach to
wealth management seeks to address each client’s day-to-day liquidity needs,
retirement income goals, and the longer-term legacy they wish to create. He has
earned advanced certifications including the Chartered Financial Analyst®,
Certified Financial PlannerTM and Certified Private Wealth Advisor®
designations. This training enables Louis to provide sound advice in many
areas, including cash flow management, investment management, retirement
planning, trust and estate planning, and tax mitigation.</font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><span style="line-height:107%;font-size:14pt"><font face="garamond, times new roman, serif"><br></font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt"><span style="font-size:14pt;line-height:107%"><font face="garamond, times new roman, serif">Louis became
interested in financial services at a young age while watching his father, an
accountant, provide tax services to friends and family. Reading about Warren
Buffett and other great stock pickers added to his fascination with the
markets. He started his career in 1997 at Bankers Trust. The firm was purchased
by Deutsche Bank, where Louis worked as a portfolio analyst and then as a
portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015
and moved to UBS in December 2020.</font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><br></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif">Credentials
that build confidence!</span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– M.B.A., finance,
Zicklin School of Business, Baruch College</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– B.A., English, St.
Francis College, Brooklyn, NY</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– Chartered
Financial Analyst® (CFA®)</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– Certified
Financial PlannerTM professional</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– Certified Private
Wealth Advisor® (CPWA®)</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– Certified Exit
Planning Advisor® (CEPA®)</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– Chartered
Alternative Investment AnalystSM (CAIA®)</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:14pt;line-height:107%;font-family:Garamond,serif"><b>– Series 7 and 66
securities licenses</b></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%"><span style="line-height:107%"><font face="garamond, times new roman, serif" size="4"><b><br></b></font></span></p><p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%"><span style="line-height:107%"><font face="garamond, times new roman, serif" size="4">Please get to know Louis and introduce him to your network!</font></span></p>
<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%"><b><span style="line-height:107%;color:black"><font face="garamond, times new roman, serif" size="4"> </font></span></b></p>
<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:107%"><font face="garamond, times new roman, serif" style="background-color:rgb(0,255,0)" size="4"><b><span style="line-height:107%;color:black">Louis
Green, CFA, CFP®, CPWA| Senior Vice President – Wealth Management at UBS </span></b><b><span style="line-height:107%">| Tel</span></b><b><span style="line-height:107%;color:black">: 212-713- 9281 |</span></b> <b><span style="line-height:107%;color:black"><a href="mailto:louis.green@ubs.com" style="color:rgb(5,99,193)" target="_blank">louis.green@ubs.com</a></span></b></font></p></div><div><div dir="ltr" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><p><span style="color:rgb(0,0,0);font-family:garamond,"times new roman",serif;font-size:large"><br></span></p><p><span style="color:rgb(0,0,0);font-family:garamond,"times new roman",serif;font-size:large">Best Regards,</span><br></p><table border="0" cellpadding="0" cellspacing="0" width="450" style="margin:25px 0px 8px;padding:0px;border:0px;vertical-align:baseline;border-spacing:0px;color:rgb(2,24,41);width:450px;max-width:500px"><tbody style="margin:0px;padding:0px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><tr style="margin:0px;padding:0px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><td valign="top" width="80" style="font-family:inherit;padding:3px 6px 0px 0px;border:0px;font-style:inherit;vertical-align:top"><font face="garamond, times new roman, serif" size="4"><b><img height="34" src="https://d2p9w4ui8rp50l.cloudfront.net/m/778c2ded498644ec/original/capital-one-logo-emailsig.png" width="80" style="margin:0px;padding:0px;border:0px;font-style:inherit;vertical-align:baseline;width:80px;height:28px;max-width:80px"></b></font></td><td style="font-family:inherit;padding:0px;border:0px;font-style:inherit;vertical-align:baseline;width:10px"></td><td valign="top" style="font-family:inherit;padding:0px 12px;border:0px;font-style:inherit;vertical-align:top"><table border="0" cellpadding="0" cellspacing="0" style="margin:0px;padding:0px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline;border-spacing:0px"><tbody style="margin:0px;padding:0px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><tr style="margin:0px;padding:0px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><td style="font-family:Optimist,Helvetica,Arial,sans-serif;padding:0px 0px 3px;border:0px;font-style:inherit;font-size:12px;vertical-align:baseline;line-height:1.2;color:rgb(1,61,91);width:123px;white-space:nowrap"><div style="margin:0px;padding:0px;border:0px;font-weight:600;font-style:inherit;font-size:15px;font-family:inherit;vertical-align:baseline"><font face="garamond, times new roman, serif" size="4">Ray Walcott</font></div><div style="margin:0px;padding:0px 0px 1px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><font face="garamond, times new roman, serif" size="4"><b>Sr. Business Banker • Business Banking</b></font></div><div style="margin:0px;padding:0px 0px 1px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><font face="garamond, times new roman, serif" size="4"><b><img alt="address" src="https://d2p9w4ui8rp50l.cloudfront.net/m/1465f66c3ad833b4/original/locationpin-emailsig.png" style="margin:0px;padding:0px;border:0px;vertical-align:baseline;width:8px"> 299 Park Avenue, 14th Floor, New York, NY <span style="font-style:inherit">10171</span></b></font></div><div style="margin:0px;padding:0px 0px 1px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><font face="garamond, times new roman, serif" size="4"><b><img src="https://d2p9w4ui8rp50l.cloudfront.net/m/0517871018033b5e/original/mobilephone-emailsig.png" style="font-style:inherit;margin:0px 6px 0px 0px;padding:0px;border:0px;vertical-align:baseline;width:5px;height:auto">718-354-7585</b></font></div><div style="margin:0px;padding:0px 0px 1px;border:0px;font-weight:inherit;font-style:inherit;font-family:inherit;vertical-align:baseline"><font face="garamond, times new roman, serif" size="4"><b>E-Fax: 888-722-8185<br></b></font></div></td></tr></tbody></table></td></tr></tbody></table><br><p><span></span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div><input name="virtru-metadata" type="hidden" value="{"email-policy":{"state":"closed","expirationUnit":"days","disableCopyPaste":false,"disablePrint":false,"disableForwarding":false,"enableNoauth":false,"persistentProtection":false,"expandedWatermarking":false,"expires":false,"isManaged":false},"attachments":{},"compose-id":"1","compose-window":{"secure":false}}"></div>
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