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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Stefani Bollag joins UBS as a Managing Director and Financial Advisor.
As a founding member of GKB & Associates, Stefani is responsible for developing wealth preservation strategies. She comprehends what is most important to clients and/or their businesses. Based on her analyses, she recommends investment and balance sheet strategies, on both the asset and liability sides, designed to target specific needs including access to the credit and lending services at UBS Financial Services.
Stefani began her career Merrill Lynch Wealth Management in 1996 after graduating from Lafayette College with a degree in economics and business. She holds the Chartered Retirement Planning Counselor™SM (CRPC®) designation.
Along with four other executives, Stefani founded the Merrill Lynch Women’s Mentoring Program in 2006. She lives in New York City with her husband and two children. She plays an active role in the Gabrielle’s Angel Foundation for Cancer Research.
Managing Director–Wealth Management
Stefani Bollag joins UBS as a Managing Director and Financial Advisor.
As a founding member of GKB & Associates, Stefani is responsible for developing wealth preservation strategies. She comprehends what is most important to clients and/or their businesses. Based on her analyses, she recommends investment and balance sheet strategies, on both the asset and liability sides, designed to target specific needs including access to the credit and lending services at UBS Financial Services.
Stefani began her career Merrill Lynch Wealth Management in 1996 after graduating from Lafayette College with a degree in economics and business. She holds the Chartered Retirement Planning Counselor™SM (CRPC®) designation.
Along with four other executives, Stefani founded the Merrill Lynch Women’s Mentoring Program in 2006. She lives in New York City with her husband and two children. She plays an active role in the Gabrielle’s Angel Foundation for Cancer Research.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
