Insight-based advice

Gramercy Wealth Management Group

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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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.

  • Eric Berget Profile Photo

    Eric Berger

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
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    For more than 10 years, Eric has been earning the trust of his clients with holistic and thorough approach to wealth management.  As a partner of the Gramercy Wealth Management Group, he serves primarily high-net-worth individuals and global families with the crafting of comprehensive financial plans.  Eric focuses on investment strategy, trust and estate planning, as well as retirement and cash flow analysis, in order to help clients achieve their life long goals.  Eric has extensive background with philanthropic solutions and guides clients through the development of sound life insurance strategies.  Having worked with clients globally, Eric excels at handling the challenges that multi-jurisdictional clients face.

    After completion of graduate school, Eric began his financial advisory career as a Relationship Manager at Credit Suisse Securities North America.  Prior to graduate school, Eric worked as a strategy consultant, focusing on several industry groups.

    Eric serves on the Founder’s Council of the Williams Institute, which is affiliated with the UCLA School of Law.  Eric resides in Brooklyn, and in his personal time enjoys hiking, traveling, fishing, cooking and reading.

     Licensing and Education:

    CERTIFIED FINANCIAL PLANNER™

    Series 7, Series 66, Life Health & Variable Annuity Licensed

    M.B.A. in finance, NYU Stern School of Business

    M.A. in politics, NYU Graduate School of Arts and Sciences

    B.S. in finance, University of Florida

    B.A. in English, University of Florida

          1285 Avenue Of The Americas
          New York, NY 10019
        • Michael Guild Profile Photo

          Michael Guild

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
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          • IL
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          • VA
          • WI

          Michael creates an essential balance of maintaining solid client relationships and providing financial expertise.  Michael has obtained his financial proficiency from a 18 year career in the industry, working with client globallyAs a partner of the Gramercy Wealth Management Group, Michael specializes in bespoke trading, pre-IPO planning, portfolio construction, complex lending solutions, and executive compensation strategies.  Michael  also spearheads the team due diligence efforts for its Private Equity and Hedge fund investments.  Michael's broad financial services experiences in portfolio management and due diligence allows for exceptional advice and stewardship. Prior to joining UBS, Michael was a Relationship Manager at Credit Suisse Securities North America. 

          Prior to Credit Suisse, Michael spent more than a 10 years at J.P. Morgan (JPM), in a variety of positions, including Global Investment Specialist within the Private Bank’s Financial Leaders Team, Marketer for the Private Bank’s equity, fixed income, and derivative investments and Associate Portfolio Manager focusing on tax aware equity strategies.  Mike began his career at Fidelity Investments in Boston Massachusetts, after graduating from Union College with a Bachelor of Arts. 

          Michael is a former board member of Project Enterprise, a micro finance organization supporting entrepreneurs in under-resourced neighborhoods across New York City.  His personal interests include his children, running, skiing, cooking, and reading.

          Licensing and Education

          Series 7, 63, 65, and Life & Variable Annuity licenses

          B.A., Union College

                1285 Avenue Of The Americas
                New York, NY 10019
              • Cristina DeBrito Profile Photo

                Cristina DeBrito

                Associate Director

                Financial Advisor

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                • AZ
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                • SC
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                As a member of the Gramercy Wealth Management Group, Cristina's responsibilities include portfolio and asset allocation analysis, due diligence, risk management, and implementation.  She previously spent over 7 years with the J.P. Morgan Private Bank, first within the international division and most recently as an investment associate working with high-net-worth individuals within the New York City metro region.  Prior to that, she began her career in middle-market institutional sales at Citi Smith Barney. 

                She is also a member and Treasurer of the Young Professionals Board for Astor Services for Children and Families, a non-profit organization focused on childhood mental health and awareness.  Cristina resides with her husband in Bronxville, New York. 

                Licensing and Education:

                Series 7 and 63 registrations. 

                B.A. in International Political Economy, Fordham University  

                      1285 Avenue Of The Americas
                      New York, NY 10019
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                      Angela Wen

                      Authorized Officer

                      Wealth Strategy Associate

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                      • AZ
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                      • IN
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                      • NC
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                      • SC
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                      • VA
                      • VT
                      • WA

                      As a member of the Gramercy Wealth Management Group, Angela's responsibilities include client interface, trading, and asset allocation analysis.  She previously spent over 4 years with HSBC as a premier banker.  Prior to that, she began her career within the insurance division of Metlife, Inc.

                      As a native of China, she completed both her undergraduate and graduate degrees at SUNY at Buffalo.  She is fluent in Mandarin and Cantonese. In her free time, she is an avid skier, enjoys playing the trombone, and is an active member of a local performing arts group called The Four Seas Players in New York City,

                      Licensing and Education:

                      Series 7, 65, 63, and Life, Health & Accident licenses  

                      B.A. and M.A. in Arts Management from SUNY at Buffalo

                            1285 Avenue Of The Americas
                            New York, NY 10019

                          What did the Fed say?

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager