Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Gary Zahakos, CFP, CIMA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Gary completed his undergraduate work at Cornell University, and did his graduate work in finance at New York University. Gary is a CERTIFIED FINANCIAL PLANNER™ and achieved a CIMA® designation. Gary has been in the financial planning and wealth management industry since 1984 and specializes in Investment/Portfolio management. Gary lives in New York City, where he resides with his wife Kristiane and his son Noah. He enjoys fishing and spends much of his free time on his boat, navigating the waters of the Long Island Sound.

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA

Education

  • Cornell University
  • New York University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Legacy planning
Alternative investments
Structured products
401(k) plan services
Executive compensation
Business owners
1285 Avenue of the Americas
New York, NY 10019

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Emmanuel "Manny" Curling, CRPC, CEPA

Financial Advisor

Emmanuel (Manny) Curling joined the Zahakos Wealth Management Group in 2013. As a Wealth Strategy Associate, he assists in developing allocation strategies, detailed client performance reporting and trading for our clients.  

Manny is a graduate of Syracuse University, where he earned his degree with a double major in advertising and finance. Before coming to UBS, Manny was a licensed insurance associate. Manny resides in Bergen County, New Jersey. When not at work with the Zahakos team, he enjoys playing competitive soccer and traveling.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MO
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA

Education

  • Syracuse University, Double Major in Advertising and Finance

Credentials

  • Chartered Retirement Planning Counselor
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Custom portfolios
Professional athletes
Professional entertainers
Business owners
Entrepreneurs
1285 Avenue Of The Americas
New York, NY 10019

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Andrew Halpern, CFP, CEPA

Vice President–Wealth Management

Financial Advisor

Andrew Halpern works with individuals, families, endowments and foundations to achieve their financial planning and investment goals. He provides advice on Asset Allocation, Insurance, Retirement Planning, Educational Savings Planning and Estate Planning including Intergenerational Wealth Transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • LA
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • WA

Education

  • American University , Major in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Exit Planning Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Business owners
Estate planning strategies
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

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John Hug, CRPC, CEPA

Account Vice President

Financial Advisor

Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Credentials

  • Corporate Stock Benefit Consultant
  • Portfolio Manager
  • Chartered Retirement Planning Counselor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Institutional consulting
Executive compensation
Corporate executives
Equity plans
1285 Avenue Of The Americas
New York, NY 10019

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