Insight-based advice

Having graduated from the University of New York at Albany, with a B.S. in Business Administration, Double Major in Finance & Management Information Systems, Minor in Economics. Gerard began his career as a Technology Consultant with Accenture. During his time there he worked on various client engagements with Fortune 500 Companies like; E*TRADE & Oracle.

In 2004, Gerard moved from the Technology side of his Education to Finance. This move gave Gerard the opportunity to pursue his passion of helping people achieve their financial goals. By working exclusively for top tier financial services firms, he has always been able to provide his clients with robust investment choices and comprehensive wealth management solutions.

In 2007, Gerard went on to obtain the CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc.
In September, 2014, Gerard accepted an offer to become a Vice President of Wealth Management with the UBS office in Ft. Lauderdale Florida.
Today, Gerard continues as a Vice President of Wealth Management, having added a new title of ‘Portfolio Manager’ where Gerard focuses on investing and helping clients to meet their financial goals and planning needs.

I have been helping my clients prepare for and navigate through significant life events and financial transitions for over 15 years. These life events might be significant lifestyle changes like retirement or preparing for retirement, divorce, death of a loved one, marriage or remarriage. Or they could be in financial transitions like receiving an inheritance, selling a business or large asset, exercising stock options or maybe just contemplating major investment portfolio changes.