Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Igor "Gary" Harlap

First Vice President–Wealth Management

 Gary Harlap is one of a small number of UBS Financial Advisors who have
earned the designation of “Wealth Advisor.” As a Wealth Advisor, Gary is
eminently qualified to provide highly personalized wealth management
services to his clients.


Gary, with 24 years of financial services experience, is a First Vice
President–Investments in the Mellon Bank Center branch in Philadelphia,
Pennsylvania. He spent the early part of his financial career with Bank of
Nova Scotia in Toronto, Canada prior to coming to the firm.
Gary graduated from the University of Toronto with a B.Sc. in human biology
and has earned an impressive array of professional credentials, including the
Series 7, 31, 65, 66 securities licenses as well as life, health and accident
insurance licenses. After earning his B.Sc. degree, Gary passed courses and
exams, and received a Canadian Securities Institute Fellowship (FCSI®).

He later enrolled in programs at Kaplan University and earned a Certificate in Financial Planning, and subsequently, became a member of the International Association
of Registered Financial Consultants. Gary has also earned the Accredited Asset
Management Specialist (AAMS®), Chartered Retirement Planning Counselor
(CRPC®) and Accredited Wealth Management Advisor (AWMA®) professional
designations from the College for Financial Planning in Denver, Colorado. He
has also earned the prestigious Certified Private Wealth Advisor (CPWA®)
designation awarded by IMCA and earned through the Chicago Booth School
of Business as well as the Certified Investment Management Analyst (CIMA®)
designation through the Wharton School of Business and the Retirement Management Analyst (RMA®) designation from the Investments and Wealth Institute.


Outside of work, Gary serves as treasurer for the Russian American Chamber
of Commerce for the Greater Philadelphia area and has taught continuing
education courses at the Cape Educational Institute in Philadelphia that are
offered to CPAs and attorneys.

 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • IL
  • MA
  • NJ
  • NY
  • OH
  • PA
  • TX
  • VA
  • VT

Education

  • Retirement Management Analyst, Investments and Wealth Institute, 2021 - 2022
  • Certified Investment Management Analyst (CIMA®), Wharton School of Business
  • Certified Private Wealth Advisor (CPWA®), Chicago Booth School of Business

Credentials

  • Certified Investment Management Analyst®
  • Accredited Wealth Management Advisor
  • Chartered Retirement Planning Counselor
  • Retirement Management Advisor®
  • Certified Private Wealth Advisor®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Securities-backed lending
Your goals are the starting point
Retirement planning
Estate planning strategies
Custom portfolios
Alternative investments
Structured products
1735 Market Street
Mellon Bank Center
44th Floor
Philadelphia, PA 19103
  • (215) 972-6846

Email Me

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.

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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