Summary

An experienced financial professional and wealth advisor, Greg Shanaphy currently serves as Vice President of Investments for the Poppo Group at UBS in New York City. In this position, he utilizes his extensive experience in investment banking, estate planning, and law to create customized wealth planning strategies for clients. Greg Shanaphy holds a Portfolio Management Program (PMP) designation, licensure in life and health insurance, and series 66, 63, 31, 24, and 7 securities licenses with the Financial Insurance Regulatory Authority. Before coming to UBS, Greg Shanaphy gained experience in wealth management with Merrill Lynch Global Private Client and AXA Advisors, where he specialized in sophisticated financial and estate planning. Prior to becoming a portfolio manager, Shanaphy maintained a successful legal career for more than a decade. In addition to spending two years in private practice, he also held positions in the District Attorney’s Office and acted as General Counsel to investment banking operations on Wall Street. A native of New Jersey, Greg Shanaphy attended Montclair State University for his undergraduate studies in political science. After obtaining his Bachelor of Arts, he enrolled at the Seton Hall University School of Law, where he graduated with a Juris Doctor. He maintains close ties to both institutions as a member of their respective alumni associations. Greg Shanaphy constantly seeks out ways to improve the local community. He extends his support to several youth athletic programs and fundraising initiatives, including the Waterpod Project, the Ursuline Sisters of Tildonk, and the Little Sisters of the Assumption Family Health Service. When he is not working, he stays active playing golf.

Work History

Work History
Aug 2007 - Present

Vice President–Investments

UBS Financial Services Inc. (The Poppo Group)

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Greg analyzes, designs and implements financial and wealth planning strategies for clients based on their individual circumstances. Greg has a background in business, investment banking, estate planning and law. He is the estate planning and insurance coordinator for the branch and is a Senior Portfolio Manager within the UBS Portfolio Management Program.

Education

Education
Sep 1991 - Sep 1993

JD

Seton Hall University School of Law
Sep 1987 - Aug 1991

BA

Montclair State University

Athletics:  Football