Gregory Romano

Gregory Romano, CPWA®, is a strategic financial services executive with nearly two decades of experience in optimizing operations and leading high-performing teams. Currently serving as a Private Wealth Business Manager at UBS, Gregory has a notable background, including roles at Merrill Lynch where they held positions such as Vice President and Senior Business Manager. With expertise in aligning operational strategies with revenue growth and a focus on talent development, Gregory has driven significant initiatives in advisor hiring and cost efficiency. Gregory holds a B.S.B.A. in Management Information Systems from Villanova University and is currently pursuing further education at the Yale School of Management.