Experience

Greg Achten is the Managing Director and Market Executive for the South Market for UBS.  The business includes the High Net Worth and Ultra High Net Worth segments in the states of Georgia, Tennessee, Alabama, Mississippi, Louisiana, and Arkansas.  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.    

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.

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.