Financial planning and beyond

Our clients are truly remarkable individuals.

As your trusted advisors, we understand the unique financial complexities that arise in todays world and we work hand in hand with each of you to offer solutions that align with your personal goals. We believe in a collaborative approach, co-creating tailored strategies that harness our expertise while utilizing the valuable resources of our firm.
Our process is highly disciplined, always steering us toward the most suitable solutions. Our focus remains unwaveringly on your objectives and long term plans. Our goal is to be your primary source of financial guidance. And as life brings you change we remain steadily on your side while navigating you toward the very best outcome for your very specific needs.

Your success is our priority and we're here to direct you on the financial journey ahead.

Richard Greenspan, CIMA

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Richard Greenspan leads a team of four dedicated professionals who specialize in crafting comprehensive wealth management plans for an extraordinary group of successful individuals. Richard embarked on his journey as a Financial Advisor in 1983, and since then, he has been offering invaluable financial advice and oversight to his clients. He holds a B.A. in psychology from Binghamton University and has augmented his expertise with advanced wealth management consulting programs at prestigious institutions such as The Wharton School, NYU Stern School of Business, and the University of Chicago Graduate School of Business. As the establishing member of The Greenspan Wealth Management Group at UBS, Richard plays a pivotal role in shaping the team's wide range of potential solutions. His unwavering commitment is to not only meet but exceed his clients' expectations at every turn. Beyond his professional endeavors, Richard actively engages in philanthropic fundraising efforts. He is an ardent supporter of Autism Speaks and a founding board member of the nonprofit organization BIGVISION. Richard’s outstanding contributions to the field have earned him well-deserved recognition, including being named among the Financial Times Top 400 Financial Advisors in 2015 and 2016 and receiving the SHOOK Research and Forbes 2020,2021,2022, 2023 and 2024 Best-In-State Wealth Advisor title for New York.

Residing in Westport, CT, with his wife, Barbara, Richard is the proud parent of two children currently living and working in New York City. In his free time he enjoys golf, ice hockey and jamming out to 70’s Rock & Roll music.
- Binghamton University, B.A. Psychology
- Certified Investment Management Analyst®
- Endowment & Foundation Consultant
- Portfolio Manager
600 Washington Blvd
Stamford, CT 06901
Raymond Donnelly III

Account Vice President

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
Raymond Donnelly , a valued member of The Greenspan Group since June 2018, serves as a dedicated Financial Advisor. With a wealth of experience in equity markets, Ray plays a pivotal role in ensuring that our clients stay firmly on the path to achieving their financial goals. His commitment to their success is unwavering.

Ray's qualifications extend to being a Chartered Retirement Planning Counselor™ (CRPC®), which equips him with the tools to tackle complex planning challenges and provide highly tailored solutions for our clients. His education background includes a bachelor's degree in economics from the University of South Carolina, showcasing his expertise in the field.

Beyond his professional role, Ray is an active volunteer with The Make-A-Wish Foundation, demonstrating his commitment to making a positive impact in the community. He's also a member of the USC Entrepreneurship Club, highlighting his passion for innovation and entrepreneurship. Ray lives in Stamford CT and enjoys a good game of golf, a good Italian meal and spending time with good friends. And true to his college athlete roots, always enjoys catching a football or baseball game in his free time.
- University of South Carolina, Economics
- Chartered Retirement Planning Counselor
600 Washington Blvd
Stamford, CT 06901
Abigail Stevenson

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VT
Abigail Stevenson is truly the heart of The Greenspan Group. Abigail, or “Abby” as our clients refer to her, is the first stop for all support service on our team. Her attention to detail and client care is unparalleled and no request is left unanswered. With a BA in Finance from Loyola University Maryland. Abby’s college experience paved the way for both her personal and professional growth. She is someone our clients have come to depend on greatly and her ultimate goal is to always put them as priority number one. Dependability is first and foremost for her.

Originally from New Jersey, Abby now resides in Stamford CT with her two English Bulldogs. When she’s not in the office, Abby enjoys time outdoors - whether it's on the slopes, on the golf course or on the tennis court. But truly her most cherished pastime is spending quality time with her friends and family.
- Loyola University Maryland, BA in Finance
600 Washington Blvd
Stamford, CT 06901
Leah diSpagna Heide

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- MD
- MI
- NC
- NJ
- NY
- OR
- PA
- TN
- UT
Leah joined The Greenspan Group in September 2023. With over 17 years working in financial services, Leah brings a wealth of administrative, operational, and client service experience to our team. She loves the personal connection she makes with clients and providing exceptional client service. She currently holds her Series 7 and 63 FINRA registrations.

Born and raised in Stamford and a proud UCONN Husky, Leah's made a life for herself and her family here in Connecticut. Outside of work she enjoys spending time hiking & doing yoga with her husband & their two children, leading her daughter's Girl Scout Troop and cuddling with her French Bulldog Rosie.
600 Washington Blvd
Stamford, CT 06901

Richard Greenspan, CIMA

Senior Vice President–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
Richard Greenspan leads a team of four dedicated professionals who specialize in crafting comprehensive wealth management plans for an extraordinary group of successful individuals. Richard embarked on his journey as a Financial Advisor in 1983, and since then, he has been offering invaluable financial advice and oversight to his clients. He holds a B.A. in psychology from Binghamton University and has augmented his expertise with advanced wealth management consulting programs at prestigious institutions such as The Wharton School, NYU Stern School of Business, and the University of Chicago Graduate School of Business. As the establishing member of The Greenspan Wealth Management Group at UBS, Richard plays a pivotal role in shaping the team's wide range of potential solutions. His unwavering commitment is to not only meet but exceed his clients' expectations at every turn. Beyond his professional endeavors, Richard actively engages in philanthropic fundraising efforts. He is an ardent supporter of Autism Speaks and a founding board member of the nonprofit organization BIGVISION. Richard’s outstanding contributions to the field have earned him well-deserved recognition, including being named among the Financial Times Top 400 Financial Advisors in 2015 and 2016 and receiving the SHOOK Research and Forbes 2020,2021,2022, 2023 and 2024 Best-In-State Wealth Advisor title for New York.

Residing in Westport, CT, with his wife, Barbara, Richard is the proud parent of two children currently living and working in New York City. In his free time he enjoys golf, ice hockey and jamming out to 70’s Rock & Roll music.
- Binghamton University, B.A. Psychology
- Certified Investment Management Analyst®
- Endowment & Foundation Consultant
- Portfolio Manager
600 Washington Blvd
Stamford, CT 06901
Raymond Donnelly III

Account Vice President

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DE
- FL
- HI
- IL
- IN
- KY
- MA
- MD
- MI
- MN
- NC
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VT
Raymond Donnelly , a valued member of The Greenspan Group since June 2018, serves as a dedicated Financial Advisor. With a wealth of experience in equity markets, Ray plays a pivotal role in ensuring that our clients stay firmly on the path to achieving their financial goals. His commitment to their success is unwavering.

Ray's qualifications extend to being a Chartered Retirement Planning Counselor™ (CRPC®), which equips him with the tools to tackle complex planning challenges and provide highly tailored solutions for our clients. His education background includes a bachelor's degree in economics from the University of South Carolina, showcasing his expertise in the field.

Beyond his professional role, Ray is an active volunteer with The Make-A-Wish Foundation, demonstrating his commitment to making a positive impact in the community. He's also a member of the USC Entrepreneurship Club, highlighting his passion for innovation and entrepreneurship. Ray lives in Stamford CT and enjoys a good game of golf, a good Italian meal and spending time with good friends. And true to his college athlete roots, always enjoys catching a football or baseball game in his free time.
- University of South Carolina, Economics
- Chartered Retirement Planning Counselor
600 Washington Blvd
Stamford, CT 06901
Abigail Stevenson

Client Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- IN
- LA
- MA
- MD
- MI
- MN
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VT
Abigail Stevenson is truly the heart of The Greenspan Group. Abigail, or “Abby” as our clients refer to her, is the first stop for all support service on our team. Her attention to detail and client care is unparalleled and no request is left unanswered. With a BA in Finance from Loyola University Maryland. Abby’s college experience paved the way for both her personal and professional growth. She is someone our clients have come to depend on greatly and her ultimate goal is to always put them as priority number one. Dependability is first and foremost for her.

Originally from New Jersey, Abby now resides in Stamford CT with her two English Bulldogs. When she’s not in the office, Abby enjoys time outdoors - whether it's on the slopes, on the golf course or on the tennis court. But truly her most cherished pastime is spending quality time with her friends and family.
- Loyola University Maryland, BA in Finance
600 Washington Blvd
Stamford, CT 06901
Leah diSpagna Heide

Client Associate
View bio
- CA
- CO
- CT
- DE
- FL
- HI
- IN
- MD
- MI
- NC
- NJ
- NY
- OR
- PA
- TN
- UT
Leah joined The Greenspan Group in September 2023. With over 17 years working in financial services, Leah brings a wealth of administrative, operational, and client service experience to our team. She loves the personal connection she makes with clients and providing exceptional client service. She currently holds her Series 7 and 63 FINRA registrations.

Born and raised in Stamford and a proud UCONN Husky, Leah's made a life for herself and her family here in Connecticut. Outside of work she enjoys spending time hiking & doing yoga with her husband & their two children, leading her daughter's Girl Scout Troop and cuddling with her French Bulldog Rosie.
600 Washington Blvd
Stamford, CT 06901

Insights

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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ElectionWatch: The race, world, and investments

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Portfolio management

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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UBS is a world-leading wealth manager

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Euromoney Private Banking and Wealth Management Survey, 2022

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Financial planning and beyond

Our clients are truly remarkable individuals.

Richard Greenspan, CIMA

Raymond Donnelly III

Abigail Stevenson

Leah diSpagna Heide