Experience

Gary Zahakos is a seasoned financial advisor with extensive experience in wealth management and financial planning. As a Senior Vice President and Portfolio Manager at UBS, Gary has been providing comprehensive financial advisory services since 2008. His expertise lies in investment and portfolio management, where he specializes in creating tailored financial strategies for business owners and families.

Gary has been in the financial planning and wealth management industry since 1984, accumulating a wealth of knowledge and experience across various market cycles. Before joining UBS, he held senior positions at prestigious financial institutions including Smith Barney, Lehman Brothers, and E.F. Hutton & Co. Inc. Over his career, Gary has developed a strong reputation for his analytical skills and commitment to client success.

He holds a Bachelor of Science in Industrial Engineering and Operational Research from Cornell University and completed graduate work in finance at New York University. Gary is a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Investment Management Analyst (CIMA®) designation, further solidifying his expertise in financial planning and investment management.

Gary resides in Rhode Island with his wife, Kristiane, and their son, Noah.

Emmanuel (Manny) Curling is a seasoned Financial Advisor with over 13 years of experience, currently serving in the Park Hill Wealth Management Group at UBS. In this role, he focuses on providing comprehensive wealth management and financial planning services to a diverse clientele, including athletes, entertainers, and entrepreneurs. Emmanuel is dedicated to helping clients navigate complex financial landscapes and achieve their personal and professional financial goals.

Emmanuel holds a Bachelor of Science degree in Finance and Advertising from Syracuse University. He has further enhanced his knowledge through certifications such as Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist SM (AAMS™), and Chartered Retirement Planning Counselor SM (CRPC™). His professional skills are particularly strong in financial planning, customized portfolio construction, asset management, and estate planning strategies.

Beyond his professional work, Emmanuel is deeply committed to community involvement. He actively mentors aspiring professionals through organizations like the Black Innovation Alliance and Exodus NYC, where he focuses on financial literacy and economic empowerment and participates in the UBS Community Corps.

He resides in the Greater New York City area and enjoys connecting diverse audiences through events that promote personal and professional growth.

Licenses & Certifications:

Accredited Asset Management Specialist SM (AAMS™) - Issued Jan 2023
Certified Exit Planning Advisor (CEPA®) - Issued Jan 2020
Chartered Retirement Planning Counselor SM (CRPC™) - Issued Aug 2015
General Securities Representative Exam (Series 7 license)
Uniform Combined State Law Examination (Series 66 license)

Professional Memberships and Affiliations:

Mentor, Black Innovation Alliance
Mentor, Village Capital
Financial Literacy Mentor, Exodus NYC

John is a Financial Advisor and Corporate Stock Benefit Consultant in the UBS Headquarters Office in NYC. His area of specialty is Corporate Executive Services including Equity Compensation. John travels extensively as a member of the UBS Equity Plan Advisory Network advising Senior Executives with their Wealth Management and Equity Compensation. He is a Chartered Retirement Planning Counselor accredited by the College for Financial Planning.

Prior to joining UBS in 2008, John was an associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management subsidiary of Signature Bank. He is a graduate of Hobart College and the Delbarton School. John lives in Northern New Jersey with his wife and two sons.

Violet Reid is a Client Associate at UBS, where she contributes to the delivery of comprehensive wealth management solutions. Since joining UBS in September 2023, she has played a pivotal role in supporting the team with financial planning and client engagement, leveraging her analytical skills to help clients and streamline operations.

Violet graduated with a Bachelor of Science in Economics from American University. She has also undertaken studies at The London School of Economics and Political Science (LSE), where she focused on global economic strategies. Her academic background provides a foundation in financial analysis, economic theory, and strategic business management.

Prior to her role at UBS, Violet gained valuable experience as a Summer Analyst at Credit Suisse, where she developed her skills in capital markets and financial analysis. Additionally, she held an internship at the American Automotive Policy Council, focusing on project finance. These experiences have equipped her with a comprehensive understanding of the financial industry and honed her ability to manage complex financial data and client relationships.

She currently resides in Manhattan and enjoys traveling in her spare time