Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Managing Director–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
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 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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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