Lasting relationships

Understanding what matters most to you

Hartford Skyline

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.

Young woman sitting with iPad

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Gabe picture

    Gabriel D'Amica

    Executive Director

    Market Director

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    • AL
    • AR
    • CT
    • DC
    • FL
    • HI
    • IN
    • MA
    • MD
    • ME
    • MI
    • MT
    • NE
    • NH
    • NJ
    • OK
    • OR
    • PA
    • RI
    • SD
    • UT
    • VA
    • VT

    Steadiness

    It comes from experience.

    Gabe joined UBS in 2016 and is currently Market Director of the UBS Hartford, New Haven, and New London branch offices.  Gabe has been in the Wealth Management Industry for over 25 years, beginning his career as a Financial Advisor and Branch Manager at Morgan Stanley Smith Barney.  In 2010, Gabe moved to Merrill Lynch and assumed various roles as COO Merrill Lynch, New England Region; Vice President, Capacity & Initiative Management; Vice President, Sales Manager Merrill Edge. 

    Gabe received his Bachelor of Science in Textile Technology & Design from the Fashion Institute of Technology and an MBA from Northeastern University in Corporate Finance.

    Originally from Bronx, New York, and currently resides in CT with his wife Barb.  Gabe enjoys skiing and biking (mountain and road).     

          One State Street
          Suite 1600
          Hartford, CT 06103
          gabriel.damica@ubs.com
          Gabriel D'Amica
          One State Street,Hartford,CT,06103
        • Tracy picture

          Tracy Ellen Anzalotti

          Director

          Admin Manager

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Tracy Anzalotti is an Administrative Manager for UBS Financial Services, Inc. for the Greater New York Metro Market. She is responsible for fulfilling AML Risk management, educating and communicating operational efficiencies processes and procedures, overseeing Operational Personnel and working with the Market Management Team, FAs and CSAs. Tracy has been with UBS and its legacy firms for 30+ years. She maintains Series 7, 63, 9 & 10 securities licenses. Tracy graduated Summa Cum Laude from Bay Path University in Longmeadow, Massachusetts with a B.S. in Business /Executive Management .

            • Bay Path University in Longmeadow, Massachusetts, B.S. in Business /Executive Management
              One Monarch Place
              Suite 1400
              Springfield, MA 01144
              tracy.anzalotti@ubs.com
              Tracy Ellen Anzalotti
              One Monarch Place,Springfield,MA,01144
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              Ina Goldschmidt

              Director

              Supervisory Officer

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              • CT
              • MA
              • NY
              • RI

                    One State Street
                    Suite 1600
                    Hartford, CT 06103
                    ina.goldschmidt@ubs.com
                    Ina Goldschmidt
                    One State Street,Hartford,CT,06103
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                    James Bockstahler

                    Director

                    Supervisory Officer

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                    • CT
                    • NY
                    • OH
                    • OR

                    James is a Supervisory Officer covering the Hartford, New Haven, and New London branches of UBS. James joined UBS in February of 2025, having worked at Morgan Stanley most recently and JPMorgan prior to that. James brings a wealth of knowledge in both front and back-office supervision with a passion for problem solving and advising teams with regulatory items and concerns. James holds his series 9, 10, 7, and 66 FINRA Licenses.

                     

                    James obtained a Bachelors of Arts from The Ohio State University in Psychology with a Business minor.

                     

                    James is originally from Toledo, Ohio and spent his early career in the Columbus, Ohio. James resides in West Hartford, CT with his fiancé, Emily. They are avid Ohio State fans and enjoy traveling and exploring the New England.

                          One State Street
                          Suite 1600
                          Hartford, CT 06103
                          james.bockstahler@ubs.com
                          James Bockstahler
                          One State Street,Hartford,CT,06103
                        •  Kathryn Eastwood

                          Kathryn Eastwood

                          Associate Director

                          Business Strategist

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                                  One State Street
                                  Suite 1600
                                  Hartford, CT 06103
                                  kathryn.eastwood@ubs.com
                                  Kathryn Eastwood
                                  One State Street,Hartford,CT,06103
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                                  Mary White

                                  Associate Director

                                  Assistant Operations Manager

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                                  • CT
                                  • FL
                                  • MA
                                  • ME
                                  • NE
                                  • NH
                                  • NJ
                                  • NY
                                  • PA
                                  • RI
                                  • VT

                                  Mary has been with UBS, and it ‘s legacy firms since 1985.  She is FINRA registered, and holds her Series 7, 63, 9, & 10 securities licenses.  Her Career began as a Branch Service Associate working in New York, working toward a career in Management where she became an Assistant Operations Manager, Operations Manager,  as well as working in the Trading Area. Mary has a deep love of Operations and is extremely client oriented.  She has had the pleasure of working with large New York Branches, and currently works out of the Hartford CT Branch. 

                                  She was Born and Raised in Bronx, New York,  and now resides in Harford CT.  Mary enjoys quiet time as well as spending time with Family and Friends.

                                        One State Street
                                        Suite 1600
                                        Hartford, CT 06103
                                        mary.white@ubs.com
                                        Mary White
                                        One State Street,Hartford,CT,06103

                                      Connecting you to the deep resources of UBS

                                      By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                      Three generations in apple orchard

                                      Turn possibilities into a plan

                                      House View Monthly

                                      Fausto

                                      Tariffs, volatility and your portfolio

                                      Are you ready?

                                      In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                                      We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                                      A leader in wealth management

                                      Backed by the strength of our parent company, UBS AG

                                      $6 trn

                                      UBS Group invested assets
                                      As of 12/31/2024

                                      51 countries

                                      Our global footprint

                                      More than 160 years

                                      offering financial advice

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