The right path toward retirement

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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, 2022, 2023, 2024, 2025, 2026The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Fordham University, Bachelor Degrees in Finance and Marketing

• CERTIFIED FINANCIAL PLANNER
• Senior Portfolio Manager

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

I began my finance career in 1994 and over the last 29 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, 2022, 2023, 2024, 2025, 2026The 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.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Union College, Bachelor Degree in History

• Senior Portfolio Manager

• 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

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• 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

• CA
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• NY

Prior to joining UBS as a Wealth Strategy Associate, Nick worked at Morgan Stanley as a Wealth Management Associate, where he partnered with Financial Advisor teams to help them leverage the firm’s Modern Wealth Management tools. In that role, he assisted with prospecting initiatives and helped advisors enhance their digital presence and marketing strategies.

In his current role at UBS, he focuses on supporting the team’s marketing efforts, advancing the service model, and optimizing the client meeting process. He holds his Series 7 and 63 licenses and earned a B.A. in Economics from the University of Rhode Island in 2022.

Outside of work, Nick is an avid golfer, enjoys playing basketball, and has a strong interest in history and geography. He grew up on Long Island, NY, where he still resides today.

• University of Rhode Island, Bachelors Degree