The right moves for your financial future

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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.

Dan Egbert, Executive Director, serves as the Market Director of the UBS Financial Services Wealth Management business in Atlanta, Georgia. With 26 years in the wealth management business, Dan is responsible for leading an amazing group of women and men whose main goal is to provide unparalleled advice and service in assisting clients achieve their investment objectives and financial goals. In this capacity, Dan leverages his wide breadth and depth of experience, as well as unique insights, in bringing together all of the firm’s resources and capabilities on behalf of UBS clients.

Prior to this role Dan served in a multitude of capacities with UBS, including Branch Manager, Sales Manager, Complex Resident Manager and Divisional Recruiting Officer. Dan holds FINRA Series 3, 7, 9, 10, and 66 licenses, in addition to licenses for Life, Accident and Health Insurance. Dan graduated with a degree in business management from William Paterson University in Wayne, New Jersey, where he was a member of the 1996 Division III National Championship baseball team.

Dan and his wife Jamie have been married for 22 years and have three children Mason, Max and Maddyn.

In his free time Dan enjoys spending time with his family, golf, running and coaching youth sports teams. 

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Reema serves as the Associate Market Executive for the Southeast Market. In her role, Reema works with Financial Advisors across the southeastern part of the U.S. to help them deliver the full range of UBS's global capabilities, expertise, and solutions to ultra-high net worth clients. She also helps oversee sales efforts, business development initiatives, and training & development events for advisors. 

Reema entered the financial services industry in 2005 and came to UBS one year later. Over the course of her career at UBS, she has held a variety of leadership roles on teams based out of New York City, Miami and Tampa.

Reema earned a B.A. in political science from the University of Florida and an M.B.A in marketing from Golden Gate University in San Francisco. She holds her Series 7, 9, 10, and 66 securities licenses.

Reema lives in Nashville, Tennessee with her husband and son. Away from work, she enjoys spending time with her family, traveling and spending time outdoors. She is also a wine enthusiast and avid college football fan.

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Jill Moulson is an Administrative Manager for the Southeast Market. She began her career in 2000 after graduating from North Carolina State University with a degree in Business Management.  She has extensive experience in wealth management and has held several leadership roles in her career. Jill holds her supervisory licenses and the Chartered Retirement Planning Consultant designation. Jill resides in Raleigh with her husband, John, and their two children, Ben (16) and Hugh (10). In her free time she enjoys traveling, volunteering and spending time outdoors.

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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.

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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.

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Michael started in the financial services industry in 2000 with American Express Financial Advisors and has held various roles in the industry, including Registered Client Service Associate, Branch Administrative Manager and Operations manager. As the current Supervisory Officer for the Southeast market, he is responsible for ensuring the market is in compliance with risk management guidelines by establishing relationships with advisory teams. Michael is passionate and committed to helping clients reach their wealth management goals and loves assisting employees and clients as they maneuver through life's daily challenges. He holds his Series 7, Series 66, Series 9 and 10 licenses with FINRA. Michael and his Wife, Gloria, have one teenage daughter, Annabelle, two grown daughters, Sarah,  and Grace. In his free time, he enjoys playing tennis and spending time with family and friends.

• AL

Brandi is a Supervisory Officer for the Southeast Market.  Brandi has been with UBS since 2015 and previously worked as a Supervisory Officer for the Mid-South and Atlanta Markets of UBS.  

Professional History
Brandi has over 25 years of professional experience in the financial services industry.  Brandi has decades of experience on the compliance and supervisory side of the business; gained during her various roles as a Senior Compliance Officer, Associate Director of Compliance and Registrations Supervisor.  

Education and Personal Information
Brandi holds a Bachelor’s of Science degree in Business Administration from the University of Alabama at Birmingham (UAB).  She holds multiple industry licenses including FINRA Series 3, 4, 7, 53, 63, 66, 9, 10, 24, 14 and Life, Health, Variable Insurance Licenses.    

Brandi, her husband, Jeff and their son, Jett, reside in Birmingham, AL.  She enjoys spending time with family, outdoor activities, painting and reading.    

• FL

Antonio is the Client Experience Director for the Southeast Market; which encompasses offices in Georgia, Tennessee and North Carolina.

Antonio's talents are used to ensure there are minimal to no barriers to the needs of our internal and external clients.  Antonio’s unique role is dedicated to the continuous improvement of our firm and the client experience, both internal and external.  As the voice of the Financial Advisor and Team Associate, Antonio’s responsibilities are to identify and work to improve any frictions in policy or process so that our Financial Advisors can focus solely on their clients.  Antonio has been in the Financial Services Industry since 2006; where he began as a cashier / receptionist with Merrill Lynch.  Antonio quickly moved up the ranks and transitioned into leadership for the Palm Beach Merrill Lynch Complex which had seven offices from Palm Beach to Vero.  Antonio moved to UBS in 2015.

Antonio earned his Dual Bachelor's degree in Marketing and Management from the Northwood University Michigan Campus.  In Antonio's free time, he enjoys: travelling with his husband; mentoring young professionals, and playing videogames.

• Market Client Experience Director

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Leah is the Market Operations Manager for the Southeast Market.  Leah has been in the financial services industry since 2000, and has extensive experience in operations, compliance, client service, and leadership.

Leah holds Series 7, Series 9/10, & Series 66 licenses.

In her spare time, she enjoys spending time with family, traveling, and playing tennis.