The right moves for your financial future

Your success. Your clients. Our commitment

At UBS, our client conversations are ongoing. That's why we welcome Financial Advisors who are truly passionate about getting to the heart of what matters most to their clients. It's all about understanding clients' goals and needs and then developing a clear action plan that informs every solution they deliver. As one of the world's leading wealth management firms, UBS offers Financial Advisors an outstanding opportunity to develop customized strategies to help their clients work towards their wealth management goals as they take their own businesses to the next level.

Our leadership team

Greg Achten

Managing Director

Market Executive
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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.
One North Wacker Drive
Suite 3700
Chicago, IL 60606

gregory.achten@ubs.com

Greg Achten

One North Wacker Drive,Chicago,IL,60606
Robert Moore

Director

Market Administrative Officer
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Robert Moore is an Administrative Officer in the Southeast Market. Robert is based in our Dunwoody location, with primary responsibility for the Dunwoody and Alpharetta branches.

Robert is a native of Mobile, AL and a proud graduate of University of Alabama. Prior to joining us at UBS, Robert was a Business Service Officer at Morgan Stanley where he partnered with Financial Advisors and Team Associates to achieve individual and firm goals through sales and service alignment. Robert also brings more than a decade of experience in client service from previous firms, including Merrill Lynch and Ameriprise Financial. In his free time, he enjoys the arts, working out at Orangetheory Fitness, and spending time with his French bulldog, Stella.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

robert.moore@ubs.com

Robert Moore

3560 Lenox Rd NE,Atlanta,GA,30326
David Fuller

Director

Market Supervisory Officer
View bio
- AL
- AR
- AZ
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
David is the Market Supervisory Officer of the Atlanta Market which includes Alabama, Georgia, Mississippi and South Carolina. He joined UBS in September 2005. In his current role as Market Supervisory Officer, he is responsible for managing risk and compliance. He partners with Financial Advisors and support teams in mitigating risk within their practice with a focus on protecting clients, employees, and UBS.

Professional History

Prior to his current role, David held various leadership roles within the firm, such as Administrative Manager and Operations Manager. The diverse experience within UBS has provided him the ability to service Advisors and clients on complex situations all while staying in the boundaries of policy and industry regulations.

Prior to joining UBS, David held multiple leadership roles at Invesco, SunTrust, and TD Waterhouse. He holds Series 7, Series 8, Series 24, Series 63, and Series 66 licenses with FINRA.

Family & Personal Interests

David is a Georgia native and resides in Marietta with his wife Anna. In his spare time, he enjoys outdoor activities with family. Motocross, fishing, jet skiing and hiking to name a few.
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

david.fuller@ubs.com

David Fuller

3560 Lenox Road NE,Atlanta,GA,30326
Robert Karem

Director

Business Risk Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

robert.karem@ubs.com

Robert Karem

3560 Lenox Rd NE,Atlanta,GA,30326

Greg Achten

Managing Director

Market Executive
View bio Industry recognition
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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.
One North Wacker Drive
Suite 3700
Chicago, IL 60606

gregory.achten@ubs.com

Greg Achten

One North Wacker Drive,Chicago,IL,60606
Robert Moore

Director

Market Administrative Officer
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
Robert Moore is an Administrative Officer in the Southeast Market. Robert is based in our Dunwoody location, with primary responsibility for the Dunwoody and Alpharetta branches.

Robert is a native of Mobile, AL and a proud graduate of University of Alabama. Prior to joining us at UBS, Robert was a Business Service Officer at Morgan Stanley where he partnered with Financial Advisors and Team Associates to achieve individual and firm goals through sales and service alignment. Robert also brings more than a decade of experience in client service from previous firms, including Merrill Lynch and Ameriprise Financial. In his free time, he enjoys the arts, working out at Orangetheory Fitness, and spending time with his French bulldog, Stella.
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

robert.moore@ubs.com

Robert Moore

3560 Lenox Rd NE,Atlanta,GA,30326
David Fuller

Director

Market Supervisory Officer
View bio
- AL
- AR
- AZ
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- SC
- TN
- TX
- VA
- WA
- WI
- WV
David is the Market Supervisory Officer of the Atlanta Market which includes Alabama, Georgia, Mississippi and South Carolina. He joined UBS in September 2005. In his current role as Market Supervisory Officer, he is responsible for managing risk and compliance. He partners with Financial Advisors and support teams in mitigating risk within their practice with a focus on protecting clients, employees, and UBS.

Professional History

Prior to his current role, David held various leadership roles within the firm, such as Administrative Manager and Operations Manager. The diverse experience within UBS has provided him the ability to service Advisors and clients on complex situations all while staying in the boundaries of policy and industry regulations.

Prior to joining UBS, David held multiple leadership roles at Invesco, SunTrust, and TD Waterhouse. He holds Series 7, Series 8, Series 24, Series 63, and Series 66 licenses with FINRA.

Family & Personal Interests

David is a Georgia native and resides in Marietta with his wife Anna. In his spare time, he enjoys outdoor activities with family. Motocross, fishing, jet skiing and hiking to name a few.
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

david.fuller@ubs.com

David Fuller

3560 Lenox Road NE,Atlanta,GA,30326
Robert Karem

Director

Business Risk Manager
View bio
- AK
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

robert.karem@ubs.com

Robert Karem

3560 Lenox Rd NE,Atlanta,GA,30326

Helping our advisors and clients grow

With more than 160 years of wealth management experience at its core, UBS focuses on providing relevant guidance, differentiated global perspectives, diverse strategies and solutions for private, corporate and institutional clients worldwide. We help our advisors connect with our clients by providing an integrated mix of investment banking and asset management businesses and accessing the deep resources of UBS.

A leading global wealth manager

House View Monthly

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

An advisor-centric (and client-centric) culture

How UBS helps you exceed client expectations and drive your business’s growth

Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

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Advice for business owners & entrepreneurs

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

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Our global footprint

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UBS is a leading and truly global wealth manager

The right moves for your financial future

Your success. Your clients. Our commitment

Our leadership team

Greg Achten

Robert Moore

David Fuller

Robert Karem

Greg Achten

Robert Moore

David Fuller

Robert Karem

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Education

Credentials

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Education

Credentials

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Helping our advisors and clients grow

A leading global wealth manager

House View Monthly

Turn possibilities into a plan

An advisor-centric (and client-centric) culture

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Advice for business owners & entrepreneurs

A leader in wealth management

Backed by the strength of our parent company, UBS AG

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