Gregory Gottlieb brings a distinctive client-focused approach and commitment to service excellence as Partner and Private Wealth Advisor of the Cornerstone Group. A graduate of the University of New Hampshire’s Paul College of Business & Economics, he began his career in the luxury hospitality industry, holding senior management roles with world-class operators in Las Vegas, Boston, and New York City.
Gregory’s international journey began at one of the most distinguished language immersion programs in the world at Middlebury College’s School of Mandarin Chinese. From there, Gregory deepened his experience with the Chinese language and unique business culture by managing an operations team abroad in Chengdu, Sichuan – one of the fastest-growing capital cities in the world. Gregory brought these enriching experiences back to the United States and enjoyed several years in senior-level management roles for two world-class owner-operators in Las Vegas, Boston, and most recently, New York City.
Dedicated to continuous professional growth, Gregory completed Cornell Executive Education’s Real Estate and Asset Management program and is currently a candidate for the Certified Financial Planner™ (CFP®) designation, the gold standard in financial planning. He also holds the SIE, Series 7, and Series 66 securities licenses and is a member of the Investment & Wealth Institute.
Gregory’s transition into wealth management was inspired by his passion for building trusted relationships and his admiration for the nearly 40-year career of his father, Daniel. While living in New York City, Gregory began his UBS career at the Wealth Advice Center before joining the Cornerstone Team as a Financial Advisor. Today, from his new home base in Philadelphia, he focuses on serving the planning and investment needs of the firm’s next-generation clients with the same level of care and dedication for which his father was known.
Outside the office, Gregory enjoys golfing, running, and exploring new places with his fiancée, Christine.
Gregory’s international journey began at one of the most distinguished language immersion programs in the world at Middlebury College’s School of Mandarin Chinese. From there, Gregory deepened his experience with the Chinese language and unique business culture by managing an operations team abroad in Chengdu, Sichuan – one of the fastest-growing capital cities in the world. Gregory brought these enriching experiences back to the United States and enjoyed several years in senior-level management roles for two world-class owner-operators in Las Vegas, Boston, and most recently, New York City.
Dedicated to continuous professional growth, Gregory completed Cornell Executive Education’s Real Estate and Asset Management program and is currently a candidate for the Certified Financial Planner™ (CFP®) designation, the gold standard in financial planning. He also holds the SIE, Series 7, and Series 66 securities licenses and is a member of the Investment & Wealth Institute.
Gregory’s transition into wealth management was inspired by his passion for building trusted relationships and his admiration for the nearly 40-year career of his father, Daniel. While living in New York City, Gregory began his UBS career at the Wealth Advice Center before joining the Cornerstone Team as a Financial Advisor. Today, from his new home base in Philadelphia, he focuses on serving the planning and investment needs of the firm’s next-generation clients with the same level of care and dedication for which his father was known.
Outside the office, Gregory enjoys golfing, running, and exploring new places with his fiancée, Christine.