Experience

Michael Bromberg has had a very distinguished career as a Financial Advisor and Managing Director since joining UBS in 2023. With a tenure at Merrill Lynch, Morgan Stanley, and UBS throughout the past several decades, Michael is an experienced professional in the financial industry, having the privilege and honor of serving the same clients over the past 25 years. 

Michael believes that understanding family dynamics is essential to superior wealth management, and that effective retirement planning helps clients maintain financial independence and the ability to pursue what’s important to them. Looking beyond clients’ portfolios – and helping them look forward – is critical to helping clients achieve their most cherished goals, and serves as the basis behind many of the strategies utilized by the BG Group.

Michael strives to be a trusted advisor and a responsive go-to resource for his clients and their families. His efforts in the charitable arena have also been recognized, as he has served as a board member of multiple organizations while being actively engaged in charitable initiatives within his community. In his spare time, Michael, his wife Allison, and their two children enjoy splitting their time between the Upper West Side and Long Island.

To this day, Michael enjoys coming into work every day with the same industry, enthusiasm, and dedication as the day he first entered the financial services industry.

Daniel brings clients more than 20 years of deep and varied investment experience. For the past decade, Daniel has achieved his desire to work closely with clients – helping them to identify their life’s priorities and custom goal-based wealth management strategies that account for their comfort with risk, need for liquidity, an income stream, and other personal preferences. Daniel came to UBS in 2023 as a Financial Advisor and Managing Director. Previously, he successfully  completed Morgan Stanley’s Wealth Management program in 2014 and went to Merrill Lynch as a Financial Advisor.

Daniel began his career on Wall Street as an Equity Desk Analyst in the Product Mgmt. Group at CIBC World Markets and then moved into the Equity Capital Markets Desk of the firm’s Investment Banking Division. While earning a Bachelor’s degree in International Affairs from The George Washington University’s Elliot School, Daniel worked part time at the Federal Reserve in Washington, D.C.

A lifelong resident of Manhattan, Daniel, his wife Kristina, and their two daughters live today in Greenwich Village. In addition to cooking and entertaining friends and family at home, they’ve traveled worldwide and enjoy giving back to the community. Daniel and Kristina are also active members of their synagogue and have taken leadership roles in several organizations that focus on education, healthcare, and culture. Always on his toes, Daniel is an amateur beekeeper and has completed several century rides on his bike.

Joshua Ellner is a Senior Vice President and Partner of the BG Group at UBS Financial Services. Previously, Joshua was invited to join Merrill Lynch Wealth Management and The BG Group as a Financial Advisor in 2014. Joshua focuses on serving the unique wealth management needs of management consultants, financial professionals, business owners, attorneys, and corporate executives – a dynamic group that often faces sophisticated and challenging financial demands as they balance professional and personal commitments and goals. Joshua previously served as a local leader of the Advisor Growth Network (AGN) at Merrill Lynch, a select group of Financial Advisors nationally that serve as key consultants to the firm’s executive management on matters relating to practice optimization, operational efficiency and delivery of firm tools and resources to help maximize client outcomes.

Joshua has earned his CRPC® designation, allowing him to focus on tax and estate objectives and strategies for a retiree and presents the unique financial and emotional aspects of financial planning that are unique to the retirement process. He has also earned his AAMS® designation, which allows him to demonstrate a robust knowledge of investing and asset management, and his SE-AWMA™ designation, which supports him in addressing the specialized needs for professionals in the sports and entertainment industry.

Joshua is a graduate of University of Buffalo – School of Management, where he earned a Bachelor’s degree in Business Administration with a concentration in Finance. Josh currently resides in Long Island with his wife, Ashley, and his Australian Shepherd, Charlie. Josh enjoys long distance running, cycling and spending time with his wife and dog.

Rob started his financial services career at Merrill Lynch Wealth Management in 2012, and now serves as a First Vice President – Wealth Management and Partner of the BG Group at UBS. As Portfolio Manager, Rob’s experience lies in providing sustainable and efficient investment strategies intimately tied to clients’ personal goals and objectives. Rob has earned his CRPC® designation, allowing him to focus objectives and strategies for retirees, presenting the financial and emotional aspects of financial planning that are unique to the retirement process. He has also earned his CIMA® certification from The Investments & Wealth Institute in conjunction with Wharton Executive Education, where he gained the knowledge to manage investments across a diverse array of strategies and portfolios, and relay key information and recommendations to clients within any market climate. Rob has also earned his CSRIC™ certification, which gives him perspective on helping assist clients in selecting responsible, and impact (SRI), and environment, social, and governance (ESG) investments. A graduate of Quinnipiac University’s School of Business, Rob received a Bachelor’s degree in Entrepreneurship and Business Management with a concentration in Finance. He currently resides in Brooklyn with his wife, Natalie, and two cats. His favorite “out of the office” moments include seeing live music, cooking, traveling, and playing soccer.

Craig has a distinguished career as a Senior Vice President – Wealth Management and Retirement Plan Consultant. With over 30 years of experience, Craig has held roles as a Financial Advisor at Morgan Stanley, Merrill Lynch and UBS, serving high net worth clients and corporate retirement plans.

Craig strives to work closely with clients, helping them identify their life’s priorities through custom goal-based planning. His wealth management strategies account for their comfort with risk, liquidity, longevity and legacy preferences.

Today, The BG Group works with affluent clients from coast-to-coast, whose lives demand fluency in a wide range of wealth considerations. Among them are executives at Fortune 500 companies, entrepreneurs, financial investment professionals, healthcare practitioners, attorneys, athletes and entertainers.

Craig’s efforts in the charitable arena have also long been recognized, as he has served as a board member of multiple organizations while being actively engaged in charitable initiatives within his community. He has been recognized by President Biden, President Trump, and President Obama with the President’s Volunteer Service Award in recognition for his work in his community. Craig currently resides with his wife, Michelle, on the north shore of Long Island and they have three children: Jordan, Carly and Justin.

Samuel H Green, wealth planner, began his financial services career in 2016. As a wealth planner, Samuel assists clients by helping them manage their wealth to meet their individual needs. Samuel focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.

Stavros launched his career in the financial services industry in 2019, joining Merrill Lynch Wealth Management. He joined UBS Financial Services in 2023 providing clients with a holistic wealth management experience. Stavros takes the time to get to know each client, their family, their financial situation, and what matters most to them in order to create a goals-based approach to wealth management. Stavros likes to build deeper, more personal relationships with clients that go beyond just the balance sheet. At his core, Stavros is conscientious, professional, and quick to respond to requests of all kinds, striving to make every client contact a positive experience.

Stavros is a graduate of Bryant University with a Bachelor’s degree in Finance, and currently resides in Lynbrook, New York with his girlfriend Hannah. In his spare time, Stavros likes to be with family and friends, spend time outside, or visit local restaurants. Stavros is also an avid car enthusiast and enjoys attending various car shows around the Tristate area.

Taylor began her career in the financial services industry in September 2020. As an associate of the BG group, Taylor strives for excellence in client service by relentlessly optimizing the client onboarding experience with a focus on financial planning. Taylor, alongside the BG group, uses meticulous organization and processes to ensure no stone is left unturned. 

Taylor earned her CRPC® designation, allowing her to focus on strategies for retirees and those approaching retirement.

Taylor graduated Elon University with a Bachelors degree in Finance and Marketing. 

In her free time Taylor enjoys running, cooking for friends and family, and exploring new cities.

Following the BG Group’s mission to optimize the financial lives of our clients, Chase brings an astute understanding of global markets, goals-based financial planning, investment psychology, and family dynamics in his approach to wealth management. Chase serves as a Relationship Manager, overseeing the implementation of our team’s service model, designed to ensure that each client’s Financial Plan and Investment Strategy work in concert. Chase also helps clients manage their everyday financial lives and assists Rob Mancino, the team’s Portfolio Manager, in the regular review and management of clients’ investment portfolios.

A 2017 graduate of Syracuse University, Chase majored in Communications and Rhetorical Studies and began his career in the Entertainment industry before starting his career in Financial Services.

Prior to joining the BG Group in 2019, Chase started his career in Finance at the Winged Keel Group, a Private Placement Life Insurance brokerage firm that specializes in the structuring of large life insurance portfolios for ultra-affluent families, working with some of the Forbes listed top 200 wealthiest households in the United States.

Chase grew up in Manhattan and currently resides in Long Island City. His interests include entertaining, traveling, music, and reading. An avid traveler from a young age, Chase has visited almost 40 countries and holds dual Luxembourgish citizenship.

Chris joined UBS Financial Services in 2023. Previously, Chris was at Merrill Lynch Wealth Management since 2022. He strives to provide a full range of wealth management services, utilizing industry knowledge, the global banking resources, and the investment insight of UBS. As an Associate of the BG Group, Chris aims to deliver the BG experience, following a disciplined process while relentlessly optimizing with his team in order to guide clients through their journey toward financial freedom.

Chris graduated from the University of Hartford with a Bachelor’s degree in Criminal Justice, coming from a scholarship program in Music Production and Technology. Prior to starting his career in financial services, Chris worked as a certified Background Investigator for the DHS/OPM in Boston, MA, and later as an English Teacher and Linguistic Consultant in Tokyo, Japan.

In his spare time, Chris loves to box, play instruments, and study languages.

Katie launched her career in the financial services industry upon graduating college, joining Merrill Lynch Wealth Management. She joined UBS Financial Services in 2023 providing clients with the full-fledged wealth management experience. As part of the BG Group, Katie follows our trusted process that begins with taking the time to get to know each client, their family, their financial situation, and what matters most to them. Katie strives to make every client contact a positive experience.

Katie graduated from Providence College with a Bachelor’s degree in Finance. Katie enjoys running, cycling, and exploring new restaurants in the NYC area.

Vanessa is a Client Associate at UBS and has over 33 years in the financial services industry. Prior joining UBS, Vanessa worked similar client service roles at Merrill Lynch Wealth Management and Morgan Stanley.

As a part of the BG Group, Vanessa follows our trusted process that begins with taking the time to get to know each client, their family, their financial situation, and what matters most to them.  She strives to make every client contact a positive experience.

Vanessa currently resides on Staten Island and enjoys spending time with her family and two dogs.

Michaela Salamone graduated Marist College with a Bachelor's degree in Marketing and Advertising. After working in the marketing industry in Client Services for 4 years, Michaela switched her career path to finance where she worked in banking. Her experience consists of creating and maintaining relationships with clients and overseeing numerous client initiatives and deliverables. With this experience, she has developed strong client service skills.

Michaela grew up in upstate New York however she currently resides in Manhattan, New York.

In her free time, Michaela enjoys staying active, trying new restaurants and spending time with friends. She frequently visits her hometown in upstate New York where she spends time with her family, especially her niece and nephew.