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Greg Achten is the Managing Director and Market Executive for the Southeast Market for UBS.  The business includes the High Net Worth and Ultra High Net Worth segments.  He is based in Atlanta Buckhead. 

Professional History
Greg joined UBS in April 2016 and is a Managing Director.  Prior to joining the firm he spent the previous 28 years at Merrill Lynch where he began as an Operations Manager and held numerous roles to include 14 years as a Financial Advisor, Resident Director, Regional Sales Manager in Dallas, TX, Complex Director in Tulsa, OK, and Managing Director in Cincinnati and Dayton, OH, Indiana, and Boston, MA.  In his 20 years of Wealth Management Leadership, he has had the opportunity to work with thousands of Financial Advisors helping them build and enhance their practice and client experience. 

Education
Greg received his Bachelor of Business Administration (Accounting and Finance Majors) from the University of Cincinnati and his Masters of Business Administration from Xavier University.

Community Involvement
Greg is and has been involved in many charities over the years to include being a Board Member of United Way Boston, Girls and Boys Clubs, Junior Achievement,  and Special Olympics.  Currently, he is a Trustee on the St. Xavier High School Board of Trustees; he is also on the Endowment Investment Committee (prior Chair), and recently led the search committee for a new President for the Jesuit High School. 

Greg and Theresa have been married for 36 years and are golf members of Kenwood Country Club and Reynolds at Lake Oconee.    

• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.