Your life's goals

Wealth management to help you get there

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.

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How UBS empowers our financial advisors

UBS Advisors are among the top in the industry. They’re backed by a wealth management leader with insights into key global markets and 160 years’ experience providing best-in-class advice and solutions to some of the world’s wealthiest individuals and families.

Explore if UBS is the right fit for you

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 D'Amica

Executive Director

Market Director
View bio
- 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 Executive Director- Wealth Management, 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 Manger 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

Gabe D'Amica

One State Street,Hartford,CT,06103
Tracy Anzalotti

Director

Admin Manager
View bio
- 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 .
One Monarch Place
Suite 720
Springfield, MA 01144

tracy.anzalotti@ubs.com

Tracy Anzalotti

One Monarch Place,Springfield,MA,01144
Ina Goldschmidt

Director

Supervisory Officer
View bio
- CT
- MA
- NY
- RI
Ina Goldschmidt is the Associate Market Supervisory Officer at UBS Financial Services, Inc. for the Greater New York Metro Market. In her role, she reviews and approves various compliance items for the market. Ina joined UBS in 2007 as a Client Service Associate before taking on the role of Branch Office Administrator, Control Analyst, Supervisory Officer, and now Associate Market Supervisory Officer. Ina graduated Magna Cum Laude from Southern Connecticut State University with her B.A. in Business Management. She maintains Series 7, 9, 10 and 66 security licenses as well as her Health and Life Insurance License. Ina is a German native and resides in Oxford, CT with her husband Mike.
One State Street
Suite 1600
Hartford, CT 06103

ina.goldschmidt@ubs.com

Ina Goldschmidt

One State Street,Hartford,CT,06103
Julie West

Client Associate
View bio
Julie began her financial services career in 1999, working as a a Client Service Associate at Paine Webber in Hartford, CT. After a brief hiatus from the industry, she joined the New Haven office in 2014 as the Branch Office Administrator. In addition to providing support for the branch and administrative managers, she is responsible for various client services, as well as administrative and operational aspects of the branch. She is the Branch Technology Liaison, managing the branch technology infrastructure. Julie graduated from The Pennsylvania State University with a B.S. in Health Policy and Administration. She also holds a MHA from The George Washington University and earned her Law Degree from The University of Connecticut School of Law. Julie lives in Wallingford with her twin sons.
- The Pennsylvania State University, B.S. in Health Policy and Administration.
- The George Washington University, MHA
- The University of Connecticut School of Law, Law Degree
265 Church Street
Suite 1102,
New Haven, CT 06510

julie.west@ubs.com

Julie West

265 Church Street,New Haven,CT,06510

Gabe D'Amica

Executive Director

Market Director
View bio
- 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 Executive Director- Wealth Management, 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 Manger 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

Gabe D'Amica

One State Street,Hartford,CT,06103
Tracy Anzalotti

Director

Admin Manager
View bio
- 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 .
One Monarch Place
Suite 720
Springfield, MA 01144

tracy.anzalotti@ubs.com

Tracy Anzalotti

One Monarch Place,Springfield,MA,01144
Ina Goldschmidt

Director

Supervisory Officer
View bio
- CT
- MA
- NY
- RI
Ina Goldschmidt is the Associate Market Supervisory Officer at UBS Financial Services, Inc. for the Greater New York Metro Market. In her role, she reviews and approves various compliance items for the market. Ina joined UBS in 2007 as a Client Service Associate before taking on the role of Branch Office Administrator, Control Analyst, Supervisory Officer, and now Associate Market Supervisory Officer. Ina graduated Magna Cum Laude from Southern Connecticut State University with her B.A. in Business Management. She maintains Series 7, 9, 10 and 66 security licenses as well as her Health and Life Insurance License. Ina is a German native and resides in Oxford, CT with her husband Mike.
One State Street
Suite 1600
Hartford, CT 06103

ina.goldschmidt@ubs.com

Ina Goldschmidt

One State Street,Hartford,CT,06103
Julie West

Client Associate
View bio
Julie began her financial services career in 1999, working as a a Client Service Associate at Paine Webber in Hartford, CT. After a brief hiatus from the industry, she joined the New Haven office in 2014 as the Branch Office Administrator. In addition to providing support for the branch and administrative managers, she is responsible for various client services, as well as administrative and operational aspects of the branch. She is the Branch Technology Liaison, managing the branch technology infrastructure. Julie graduated from The Pennsylvania State University with a B.S. in Health Policy and Administration. She also holds a MHA from The George Washington University and earned her Law Degree from The University of Connecticut School of Law. Julie lives in Wallingford with her twin sons.
- The Pennsylvania State University, B.S. in Health Policy and Administration.
- The George Washington University, MHA
- The University of Connecticut School of Law, Law Degree
265 Church Street
Suite 1102,
New Haven, CT 06510

julie.west@ubs.com

Julie West

265 Church Street,New Haven,CT,06510

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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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

Global leader

UBS is a leading and truly global wealth manager

Your life's goals

How UBS empowers our financial advisors

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Pursuing your goals together

Gabe D'Amica

Tracy Anzalotti

Ina Goldschmidt

Julie West