Richard Greenspan is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds a Series 63 designation and has been with UBS since 2008. Greenspan serves on the board of Bigvision, a foundation that supports teens pursuing sobriety after rehab and recovery. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to tailor investment strategies.

Jeffrey Swett is a CFP® with 33 years of industry experience, currently serving at UBS Financial Services since 1992. He is based in Aspen, CO, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he teaches classes through White Glove Workshops, contributes articles to The Hill, and serves on the Hingham Scholarship Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Cynthia Golden Brown is a financial advisor with UBS Financial Services in Aspen, Colorado. She holds Series 63 and Series 66 designations and has 24 years of industry experience, including 18 years with J.P. Morgan Securities Inc. Outside of her advisory role, she is the proprietor of a real estate investment in the Bahamas, where she makes decisions regarding property management and sales. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides customized planning using proprietary research and model-based asset allocations.