AeroLeads people directory · profile
Gregory Marcus, Cfp® Email & Phone Number
Managing Director
at
UBS Private Wealth Management
2 work emails found
@ubs.com
2 phones found area 202
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Washington, District Of Columbia, United States
Company size
Who is Gregory Marcus, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Gregory Marcus, Cfp® is listed as Managing Director at UBS Private Wealth Management, a company with 28 employees, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 202, and a matched LinkedIn profile for Gregory Marcus, Cfp®.
Gregory Marcus, Cfp® previously worked as Member at The Economic Club Of Washington, D.C. and Senior Vice President at Morgan Stanley Investment Management. Gregory Marcus, Cfp® holds Mba, Finance from University Of Maryland - Robert H. Smith School Of Business.
Company email context
Email format at UBS Private Wealth Management
This section adds company-level context without repeating Gregory Marcus, Cfp®'s masked contact details.
*@ubs.com
71% confidence
AeroLeads found 2 current-domain work email signals for Gregory Marcus, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Gregory Marcus, Cfp®
Gregory Marcus, Cfp® is a Managing Director at UBS Private Wealth Management. He possess expertise in financial services, wealth management.
Listed skills include Financial Services and Wealth Management.
Current workplace
Gregory Marcus, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs Private Wealth Management
4 roles
Gregory Marcus, Cfp® work experience
A career timeline built from the work history available for this profile.
Member
Current
Dec 2023 - Present
Managing Director
CurrentPortfolio manager within the Private Wealth Management (PWM) division of UBS
Jan 2009 - Present
Senior Vice President
Jan 2002 - Dec 2008
2 education records
Gregory Marcus, Cfp® education
Bachelor In General Studies (B.G.S.)
FAQ
Frequently asked questions about Gregory Marcus, Cfp®
Quick answers generated from the profile data available on this page.
What company does Gregory Marcus, Cfp® work for?
Gregory Marcus, Cfp® works for UBS Private Wealth Management.
What is Gregory Marcus, Cfp®'s role at UBS Private Wealth Management?
Gregory Marcus, Cfp® is listed as Managing Director at UBS Private Wealth Management.
What is Gregory Marcus, Cfp®'s email address?
AeroLeads has found 2 work email signals at @ubs.com for Gregory Marcus, Cfp® at UBS Private Wealth Management.
What is Gregory Marcus, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 202 for Gregory Marcus, Cfp® at UBS Private Wealth Management.
Where is Gregory Marcus, Cfp® based?
Gregory Marcus, Cfp® is based in Washington, District Of Columbia, United States while working with UBS Private Wealth Management.
What companies has Gregory Marcus, Cfp® worked for?
Gregory Marcus, Cfp® has worked for Ubs Private Wealth Management, The Economic Club Of Washington, D.C., and Morgan Stanley Investment Management.
Who are Gregory Marcus, Cfp®'s colleagues at UBS Private Wealth Management?
Gregory Marcus, Cfp®'s colleagues at UBS Private Wealth Management include Ethan Harro and Flloyd Rewa.
How can I contact Gregory Marcus, Cfp®?
You can use AeroLeads to view verified contact signals for Gregory Marcus, Cfp® at UBS Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Gregory Marcus, Cfp® attend?
Gregory Marcus, Cfp® holds Mba, Finance from University Of Maryland - Robert H. Smith School Of Business.
What skills is Gregory Marcus, Cfp® known for?
Gregory Marcus, Cfp® is listed with skills including Financial Services and Wealth Management.
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