The right path toward retirement

BACH-Wealth-Management

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

Low Angle View Of Suspension Bridge

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Retirement planning

Retirement planning

Your life, wealth and future. UBS Wealth Way

Portfolio management

Portfolio management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gerard-Bandini

    Gerard "Gerry" Bandini, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    Understanding comes through experience 

    An industry leader for over 30 years, Gerry is the co-founder of the Bach Wealth Management Group at UBS. Gerry has helped clients manage their wealth throughout good times and bad including some of the most tumultuous financial markets in history. Gerry joined UBS in 2008 after spending 9 years at Smith Barney and prior tenure of 10 years at Merrill Lynch.

    Recognized as an industry leader

    Gerry has earned the prestigious Certified Financial Planner designation CFP®.  He is a member of UBS's President’s Council, honoring him as one of the top advisors of the firm.

    Outside of UBS

    Gerry received a Bachelor’s Degree in Finance and Marketing from Fordham University. Gerry spends his free time with family and friends. He enjoys running, challenging work-outs, and traveling to warm places. Throughout the years, He has been active in community and charitable  causes, sports organizations, and educational institutions on Long Island.

    California Insurance License 0M99345

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Fordham University, Bachelor Degrees in Finance and Marketing
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    One Jericho Plaza
    Jericho, NY 11753
  • David-Chodosch

    David Chodosch

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI

    I began my finance career in 1994 and over the last 23 years, I have helped my clients navigate through some of the most tumultuous financial markets in our recent history. I joined UBS in November 2008 after spending 10 years at Smith Barney and 4 years with Merrill Lynch before that. I received my Bachelor Degree in history from Union College in Schenectady, NY. While there I also minored in Sociology and Spanish. My wife and I live with our three beautiful children in Port Washington, NY. We enjoy spending time at the beach and being involved in our children's activities.

    California Insurance License 0M99347

    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Union College, Bachelor Degree in History
    • Senior Portfolio Manager
    One Jericho Plaza
    Jericho, NY 11753
  • William-Carmody

    William Carmody, CFP

    Senior Wealth Strategy Associate

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    • CA
    • CT
    • FL
    • MD
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TX
    • WI

    I joined the BACH Group during the upheavals of 2008. The disruptions in financial markets focused my desire to help people better understand and navigate today's complicated investment environment. As a Certified Financial Planner®, I especially enjoy helping clients craft a plan that will help them realize their financial and life goals. I emphasize the importance of financial planning and use the plan and our discussions as the basis for our recommendations. I received my bachelor's degree in Economics from St. John's University and I currently live with my wife in Long Beach, NY.

      • St. John's University, Bachelor's Degree in Economics
      • CERTIFIED FINANCIAL PLANNER™
      One Jericho Plaza
      Jericho, NY 11753
    • Joi-Generazio

      Joi Generazio

      Senior Client Associate

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      • CO
      • CT
      • DE
      • FL
      • GA
      • MA
      • NC
      • NJ
      • NY
      • SC
      • VA

      I began my finance career in 1994 working on Wall Street trading NASDAQ stocks and joined the BACH Group in 2007. I take pride in being able to give our clients the best possible service, whether business related or personal and I will help you navigate through all of the clerical details of your finances. I received my bachelor's degree from Stonybrook University. I enjoy being able to help people solve their daily problems and spending time with my family.

        • Stonybrook University, Bachelor's Degree
          One Jericho Plaza
          Jericho, NY 11753

        Legacy—Wealth for others

        For needs that go beyond your own—to help you improve the lives of others

        What will your legacy be?
        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

        Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

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