Managing Director–Wealth Management
As head of the Personal Wealth Management group within UBS, Gary has been instrumental in building the PWMG into one of the country's top wealth management practices. He has had a long, successful and distinguished career in private wealth management, spending all those years at UBS. Gary brings the passion and expertise necessary to understand and solve complex financial challenges as well as identify unique opportunities for clients.
After graduating from Kent State University and receiving his executive certificate in financial planning from John Carroll University, Gary has spent the past 26 years committed to holistically advise high net worth families, endowments, foundations, qualified retirement plans and corporations. Gary is a member of the prestigious Chairman's Circle within UBS, a designation reserved for the firms most accomplished financial advisors.
Gary has a passion for the outdoors and he actively supports and participates in many community and charity events throughout Cleveland. Gary and his wife Christy have 2 children, Jessica and Max and live in Geauga county Ohio.
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Account Vice President
Senior Wealth Strategy Associate
Nicholas joined UBS in 2004 after earning a B.B.A. from Kent State University. As a CLU® he has achieved the insurance profession's highest standard of excellence. One of his areas of focus for the team is insurance and financial planning. Nicholas devotes much of his time to civic and cultural organizations. He currently serves on the Board of Directors for the MetroHealth Foundation, is a member of the Northern Ohio Italian American Foundation, and past Board Chair of Welcome House. Nicholas was honored by Crain's Cleveland Business in 2016 as one of their Forty Under 40. Nicholas and his wife, Jennifer, reside in Fairview Park with their daughter, Ava, and his son, Nicky.
Senior Vice President–Wealth Management
A 1954 graduate of Shaker Heights High School and a 1958 graduate of Denison University. After a 2 year stint with the US Army, Jay got his start in the business with McDonald & Co. specializing in municipal fixed income. They would eventually be taken over by Key Bank and now UBS. Jay still resides today in Shaker Heights with his wife, Beverly. They have 3 boys and 9 grandchildren. Outside of the office, Jay enjoys golf, traveling, and spending time with family.
Senior Wealth Strategy Associate
I am joining the Personal Wealth Management Group, PWMG as a Sr. Wealth Strategy Associate with a background helping clients. I graduated from the University of Colorado in Boulder and got a master’s degree in Finance from Thunderbird. Most recently here at UBS, I have been helping bridge the gap between technology and the needs of clients. Prior to this roll at UBS, I worked on a couple teams helping clients achieve their goals and in UBS operations.
I am a Cleveland native who enjoys spending time with my wife Ann and Sons Ben and Nick. We enjoy sailing on Lake Erie, skiing out west and diving in warm waters. Our sons are attending Ohio State and we all enjoy cheering for Buckeyes in the horseshoe.
Senior Client Associate
Danielle’s successful career at UBS started in 2015. She has worked in a variety of roles and is very familiar with our systems. She greatly enjoys the personal relationship with clients.
Danielle resides in Painesville with her husband and three children. In her free time, she likes reading and hosting family game nights.