Experience

For more than 16 years, Eric has been earning the trust of his clients with a holistic and thorough approach to wealth management.  As a founding 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 lifelong goals.  Eric has an 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, including hospitality and consumer-packaged goods.

Eric serves on the Founder’s Council of the Williams Institute, which is affiliated with the UCLA School of Law.  Eric resides in Brooklyn with his family.  In his personal time, he 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

Michael is a founding partner of Gramercy Wealth Management, who has over 20 year of financial services experience.

Michael’s long tenure as an investment specialist and portfolio manager serves him well in the development and execution of complex financial solutions for global families.  Michael transitioned over 10 years ago from an investment specialist to a wealth advisor, as he saw this role as a natural fit with his problem-solving skills and desire to help others.  This pivot was natural (and fun!), since Michael wanted to have ownership over the entire client experience, from need identification to solution design, and to execution across all financial products and strategies.

At Gramercy Wealth Management, Michael specializes in bespoke trading, pre-IPO planning, portfolio construction, cash flow and retirement planning, as well as executive compensation strategies.  He also heads Gramercy Wealth Management’s diligence efforts for private equity and hedge fund investments. 

Prior to joining UBS, Michael was a relationship manager at Credit Suisse Securities North America.  Before his time at Credit Suisse, he spent about a decade at JP Morgan in a variety of positions, including Global Investment Specialist, within the Private Bank’s Financial Leader’s Team and he served as an Associate Portfolio Manager, focusing on tax-aware equity strategies.  Michael began his career at Fidelity investments in Boston, MA. 

Michael is a former board member of Project Enterprise, a micro finance organization supporting entrepreneurs in under-resourced neighborhoods across New York City.  He lives in Brooklyn, NY with his wife and two kids.  His interests include running, skiing, cooking and reading. 

Licensing and Education:

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

B.A., Union College

Cris has over 19 years of experience in the financial services industry.  Prior to joining UBS,  Cris spent nearly 10 years within JPMorgan’s Private Bank.  During her tenure at JPMorgan, she worked with ultra-high and high net worth families globally, covering some of largest families in both the US and abroad, first as an associate covering clients in South America and later as an investment specialist focusing on the design, creation, trading and execution, and—ultimately—the optimization of their investment portfolios. 

Cris’ nearly two decades of experience in wealth management, within various roles, has equipped her well to lead as a financial advisor within the team. Such a differentiated background makes Cris unique in that she has worked in most facets of wealth management. 

Her strong attention to detail led her to become Team Gramercy’s fulcrum point for complex analytics, including asset allocation, manager due diligence, risk management, trading and implementation over the last 9 years.  As an advisor, Cris has always centered her efforts on clients and their goals.  Having exceled at executing and delivering rigorous end results for client relationships, Cris understands how to match need with solution. 

Cris is fluent in Portuguese as well as proficient in Spanish. 

Personally, Cris is passionate about various philanthropic causes such as animal welfare and mental health awareness and has been actively involved with various non-profit organizations over the years. As an animal lover, she has two dogs herself and lives in the suburbs of New York with her husband and their young son.

Licensing and Education:

Series 7, 63 and 66 registrations. 

B.A. in International Political Economy, Fordham University  

Angela Wen is a Senior Wealth Strategist and spearheads the client day-to-day experience at UBS.  She is recognized as one of the most proficient and skilled representatives in the international business at UBS. 

Angela has over 14 years of experience in client relationship management.  Prior to joining UBS, she was a relationship manager at HSBC, specialized in helping international clients with their investment and banking needs.

Angela has a deep expertise in client onboarding, cross border operations, banking, and lending.  She serves as a mentor to associate trainees learning the complexities of banking compliance, while maintaining the highest level of client service.

She is fluent in both Mandarin and Cantonese.  In her free time Angela is an avid skier, enjoys playing the trombone, and is an active member of New York Young Entrepreneurs Roundtable, a non-profit organization to promote young entrepreneurs and their business ideas.  Angela resides in Brooklyn with her family. 

Licensing and Education:

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

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

Jason joined Gramercy Wealth Management after graduating from Lafayette College where he double-majored in mathematics and economics. 

Jason works on day-to-day client operations, ensuring that clients have an optimal experience with such areas as onboarding, account access, and monetary transfers. 

During college, Jason tutored calculus and ran his own home painting company.  He also served as treasurer of his fraternity Chi Phi.  Jason hails from Lancaster, Pennsylvania and now lives in Manhattan and enjoys watching and playing soccer as well as cooking. 

Licensing and Education:

Series 7 and 66 licenses  

B.A. in Mathematics and Economics from Lafayette College