Senior Vice President–Wealth Management
Financial Advisor
Virginia has thirty years experience as a money manager in the financial services industry. She received her Bachelor and Master of Arts degrees. Virginia began her career at Drexel Burnham in 1980 as a money manager for high net worth individuals. She joined Paine Webber in 1992 and currently works at the UBS office at 299 Park Avenue. She deploys asset allocation and diversification to meet the financial objectives of each client. She focuses on the U.S. equity markets, but handles a full range of financial products to produce the appropriate financial plan.
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. I have managed large portfolios for over 37 years. Through my many years of experience in the Wealth Management industry, I have expanded my knowledge and application of various financial instruments to meet the diverse financial objectives of my clients.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning and retirement planning
– Wealth transfer strategies, including inheritance and business succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Making a difference in my community
– Founding Board Member & former Vice Chairperson of Friends of the Children, a charity that provides individual support to underprivileged youth in Harlem
Senior Vice President–Wealth Management
Financial Advisor
Virginia has thirty years experience as a money manager in the financial services industry. She received her Bachelor and Master of Arts degrees. Virginia began her career at Drexel Burnham in 1980 as a money manager for high net worth individuals. She joined Paine Webber in 1992 and currently works at the UBS office at 299 Park Avenue. She deploys asset allocation and diversification to meet the financial objectives of each client. She focuses on the U.S. equity markets, but handles a full range of financial products to produce the appropriate financial plan.
It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers. Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. I have managed large portfolios for over 37 years. Through my many years of experience in the Wealth Management industry, I have expanded my knowledge and application of various financial instruments to meet the diverse financial objectives of my clients.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
– Longevity planning and retirement planning
– Wealth transfer strategies, including inheritance and business succession planning
– Life transition planning for marriage, divorce or loss of a loved one
Making a difference in my community
– Founding Board Member & former Vice Chairperson of Friends of the Children, a charity that provides individual support to underprivileged youth in Harlem
Client Associate
Jesse Malik is a Client Service Associate with the Gerstley Financial Group at UBS Financial Services. Jesse has been a Financial Advisor with UBS since 2010 managing financial assets in the UBS Wealth Management Americas Headquarters.
Before working with the Gerstley Financial group, Jesse dealt with the financial objectives of each client constructing and implementing investment strategies to reach their individual goals.
Jesse graduated from Rutgers University with a B.A. in Economics. He holds the Series 7 and 66 securities licenses as well as the Chartered Retirement Planning Counselor designation. He currently resides in Valhalla with his son and wife who is a Cardiology Fellow at Westchester Medical Center.
Education
Credentials
Client Associate
Jesse Malik is a Client Service Associate with the Gerstley Financial Group at UBS Financial Services. Jesse has been a Financial Advisor with UBS since 2010 managing financial assets in the UBS Wealth Management Americas Headquarters.
Before working with the Gerstley Financial group, Jesse dealt with the financial objectives of each client constructing and implementing investment strategies to reach their individual goals.
Jesse graduated from Rutgers University with a B.A. in Economics. He holds the Series 7 and 66 securities licenses as well as the Chartered Retirement Planning Counselor designation. He currently resides in Valhalla with his son and wife who is a Cardiology Fellow at Westchester Medical Center.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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