Experience

Gary completed his undergraduate work at Cornell University, and did his graduate work in finance at New York University. Gary is a CERTIFIED FINANCIAL PLANNER™ and achieved a CIMA® designation. Gary has been in the financial planning and wealth management industry since 1984 and specializes in Investment/Portfolio management. Gary lives in New York City, where he resides with his wife Kristiane and his son Noah. He enjoys fishing and spends much of his free time on his boat, navigating the waters of the Long Island Sound.

Emmanuel (Manny) Curling joined the Zahakos Wealth Management Group in 2013. As a Wealth Strategy Associate, he assists in developing allocation strategies, detailed client performance reporting and trading for our clients.  

Manny is a graduate of Syracuse University, where he earned his degree with a double major in advertising and finance. Before coming to UBS, Manny was a licensed insurance associate. Manny resides in Bergen County, New Jersey. When not at work with the Zahakos team, he enjoys playing competitive soccer and traveling.

Andrew Halpern works with individuals, families, endowments and foundations to achieve their financial planning and investment goals. He provides advice on Asset Allocation, Insurance, Retirement Planning, Educational Savings Planning and Estate Planning including Intergenerational Wealth Transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

John is a Financial Advisor and Corporate Stock Benefit Consultant in the UBS Headquarters Office in NYC. His area of specialty is Corporate Executive Services including Equity Compensation. John travels extensively as a member of the UBS Equity Plan Advisory Network advising Senior Executives with their Wealth Management and Equity Compensation. He is a Chartered Retirement Planning Counselor accredited by the College for Financial Planning.

Prior to joining UBS in 2008, John was an associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management subsidiary of Signature Bank. He is a graduate of Hobart College and the Delbarton School. John lives in Northern New Jersey with his wife and two sons.

Violet joined the team in 2023, after graduating from the American University in Washington DC with a B.S. in Economics and minor in Business Administration.