The Donnally Greenman Group - UBS Financial Services Inc. in Dallas, TX is a team of dedicated Financial Advisors committed to providing quality strategies and personalized advice for their clients' financial needs. With over 30 years of experience, Senior Vice President and Senior Portfolio Manager, David Greenman, emphasizes a disciplined investment style and a high-touch, premium level of service to nurture long-term, multi-generational relationships. The team, formed in 2022 after the passing of Don Donnally, focuses on assisting high net worth individuals, families, and family offices with their investments.
Cory Emerson, a Financial Advisor on the team, works with high-net-worth clients to design appropriate asset allocations using three key strategies: Liquidity, Longevity, and Legacy. With expertise in portfolio construction, alternative investments, and lending, Cory collaborates with experts across numerous UBS business lines to create risk-adjusted strategies. Ryan Long, a Managing Director and Private Wealth Advisor, brings over 18 years of experience in wealth management and has earned the Senior Portfolio Manager designation. His commitment to service and expertise in planning and advisory needs make him a valuable asset to ultra high net worth clients and their families.
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