Experience

With more than 30 years of industry experience, John’s innovative approach to working with his clients begins with identifying their unique and complex financial needs. He prides himself on his innate ability to evaluate each situation differently and pinpoint which direction best serves the client or prospect’s specific interest, whether it’s UBS internal or external custom tailored capabilities we have for asset management, lending, capital raises or selling businesses. He works closely with his team members by quarterbacking each deal with a solution-oriented approach geared for optimum success. John’s private wealth management team primarily focuses on founders, entrepreneurs, senior executives and medical professionals. Aside from working with individuals, John also has experience advising institutional clients in conjunction with UBS’s Business Development Group and Investment Bank.

Outside of UBS, John has appeared in Forbes and Research Magazines and serves on the Board of Directors for the Key West Art & Historical Society (KWAHS) as the First Vice President. John actively assist’s KWAHS with fulfilling their mission of preserving the culture of the Florida Keys through exhibiting and displaying regional art, architecture and history for the purpose of educating the community and visiting public.

In his free time, John enjoys keeping an active fitness lifestyle, reading and volunteering in his community. He and his wife, Karen, spend time between their residences in the Northeast Tri-State Area and South Florida and are parents to three adult children. A new agricultural hobby of John’s is maintaining a multi-acre grove with his wife in the Redlands District in Homestead, FL where they grow various exotic fruits and trees.

Christopher earned a Bachelor of Arts from Franklin & Marshall College, majoring in Business Administration with a minor in Economics. He holds his Series 7, 66, 9, 10, and insurance licensing. Christopher joined UBS as a Financial Advisor in 2013 after starting his career with Merrill Lynch Wealth Management. Christopher comes to us from the UBS Wealth Advice Center where he was the Head of Training and Financial Advisor Development. Christopher was responsible for the building of many successful training initiatives, committed to the development and growth of Financial Advisors. 

Christopher has held various positions across UBS, resulting in a deeper understanding of the firm’s resources and capabilities and, more importantly, the needs of clients. Christopher specializes in wealth management strategies that include cash management, advisory solutions, alternative investments, legacy planning, equity awards, mutual fund analysis, and portfolio recommendations. Christopher is a Certified Financial Planner with over a decade of industry experience. He collaborates closely with high-net-worth families to create tailored retirement plans that align with their desired goals.   

Chris, his wife, Katie, and their son, Ethan reside in New Canaan, CT. Chris is passionate about cars and enjoys spending his free time playing golf, skiing, attending car meets, and being outdoors.

As the second generation to join the growing family practice, Gabrielle is honored to robustly contribute to the legacy her father, John built from the ground level. She strives to deliver a multi-generational approach that addresses families' evolving priorities based upon their liquidity, longevity and legacy needs by creating a plan which can adapt to dynamic financial markets. Also, she plays an active role in legacy planning by establishing life-long relationships with their clients' spouses, children and grandchildren in order to help them achieve their short-term and long-term goals along with maximizing financial literacy and education.

Gabrielle has an extensive background in mutual fund and ETF sales from J.P. Morgan Asset Management and OppenheimerFunds which has led to strong knowledge of capital markets, investment research, risk measurement analysis along with portfolio construction. Additionally, she recognizes the evolving needs of their high net worth clientele and purses niche education to help optimize their financial picture. Specifically, she holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago, Booth School of Business. Gabrielle also holds the Certified Exit Planning Advisor® (CEPA®) designation from the Exit Planning Institute which enables her to assist business owners in pre and post-sale planning.

Furthermore, Gabrielle is an advocate for women and frequently hosts "Own Your Worth" seminars and speaks at women empowerment conferences on ways women can break the cycle of financial abdication and take control of their wealth. Also, she is an active participant in the Greater Miami Chamber of Commerce and United Way Miami.

Gabrielle lives in Brickell, Miami with her husband, Drew and their Maltipoo, Pearl. She enjoys discovering new restaurants, cheering on her favorite teams and staying active with HIIT workouts.

Jake is a Wealth Strategy Associate at UBS who delivers a Ritz-Carlton level of service, ensuring every client experience is seamless, personalized, and top-tier. Wearing multiple hats, he blends financial knowledge, strategic problem-solving, and an unwavering commitment to excellence to help clients navigate their wealth with confidence.

Since joining UBS in 2019 after earning his B.S. in Finance with a minor in Information Technology from Monmouth University, Jake has been a key player in client service and operations. Armed with his SIE, Series 7 & 66 Licenses, he thrives in the fast-paced world of wealth management, bringing the same passion, precision, and competitive mindset he honed as a lifelong sports enthusiast.

A proud resident of Hoboken, NJ with his wife Jillian, Jake is a die-hard sports fan who loves catching games, traveling to new destinations, and playing golf. Whether on the course or in the office, he brings the same dedication and strategy—always looking for the next great opportunity.