Greater New York City Area, New York United States
Occupation
Vice President - Wealth Management, The Poppo Group
Industry
Finance / Banking / Insurance
Website
About
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.
Contact Details
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