The right path toward retirement

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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.

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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.

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Maximize your potential wealth

Three generations in apple orchard

Turn possibilities into a plan

$1+ Billion

Assets under management

100+

Collective years of experience

500+

Client relationships


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 headshot

    Gerard "Gerry" Bandini, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
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    • UT
    • VA
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    • WA
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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, 2024The 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, 2024The 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.

    • Fordham University, Bachelor Degrees in Finance and Marketing
    • CERTIFIED FINANCIAL PLANNER®
    • Senior Portfolio Manager
    One Jericho Plaza
    Jericho, NY 11753
    gerard.t.bandini@ubs.com
    Gerard "Gerry" Bandini, CFP
    One Jericho Plaza,Jericho,NY,11753
  • David Chodosch headshot

    David Chodosch

    Senior Vice President–Wealth Management

    Financial Advisor

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

    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, 2024The 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, 2024The 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.

    • Union College, Bachelor Degree in History
    • Senior Portfolio Manager
    One Jericho Plaza
    Jericho, NY 11753
    david.h.chodosch@ubs.com
    David Chodosch
    One Jericho Plaza,Jericho,NY,11753
  • William Carmody headshot

    William Carmody, CFP

    Authorized Officer

    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
      william.carmody@ubs.com
      William Carmody, CFP
      One Jericho Plaza,Jericho,NY,11753
    • Joi Generazio headshot

      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
          joi.generazio@ubs.com
          Joi Generazio
          One Jericho Plaza,Jericho,NY,11753
        White House

        ElectionWatch 2024

        24 questions for the '24 US election

        Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

        The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

        Download the report

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        Backed by the strength of our parent company, UBS AG

        $5.9+ trn

        UBS Group invested assets
        As of 06/30/2024

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