Gregory Yeary
About Gregory Yeary
Gregory Yeary is a Senior Vice President in Wealth Management and a Portfolio Manager at UBS in Lexington, KY, where he has worked since 2017. He specializes in long-term financial strategies for businesses and non-profits and serves on the Board of the Saint Joseph Hospital Foundation.
Work at UBS
Gregory Yeary has been employed at UBS since 2017, serving as a Senior Vice President in Wealth Management and as a Portfolio Manager. In this role, he focuses on providing tailored financial strategies to clients, particularly high net worth individuals and their families. His expertise includes multi-generational wealth preservation, which is a critical aspect of his service to clients in Lexington, KY.
Education and Expertise
Gregory Yeary earned a Bachelor's Degree in English Language and Literature from Transylvania University, where he studied from 1982 to 1984. His educational background contributes to his analytical skills and communication abilities in the financial sector. Additionally, he holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning, enhancing his qualifications in retirement planning and wealth management.
Background
Before joining UBS, Gregory Yeary was a principal in a family-owned regional company that supplied industrial, medical, and specialty gases in Lexington, KY. This experience provided him with a strong foundation in business operations and financial management, which he now applies in his current role in wealth management.
Achievements
Gregory Yeary serves on the Board of the Saint Joseph Hospital Foundation in Lexington, KY. In this capacity, he contributes to the foundation's mission and strategic initiatives, reflecting his commitment to community service and support for non-profit entities. He also provides long-term financial strategies for businesses and non-profits through the Yeary group.