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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We know that each client has unique financial priorities and concerns, and we work hard to provide families with wealth management strategies to help them address the complexities of wealth in pursuit of their long-term goals.
Within UBS, our team has access to significant resources and the support of a global organization. Joseph, Steven, and Stefani possess the skills to navigate the resources of UBS. With perspective and experience gained from seeing clients during a variety of market conditions, we can help you prepare for any evolution of your wealth and goals over your lifetime – and for generations to come.
Managing Director–Wealth Management
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 at Merrill Lynch Wealth Management in 1997 after graduating from Lafayette College with a degree in economics and business.
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.
Managing Director–Wealth Management
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 at Merrill Lynch Wealth Management in 1997 after graduating from Lafayette College with a degree in economics and business.
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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UBS is a leading and truly global wealth manager
