Your life's goals

• 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

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).     

• CT
• FL
• MA
• NJ
• NY

David is the Associate Market Executive for the Greater New York Metro Market, covering the Hartford, New Haven, New London, Westport, Stamford and Greenwich branches of UBS.

David has been working in Wealth Management for over 20 years and started his career at UBS in 2005 as an intern in Springfield, MA. David previously held positions at Morgan Stanely and Merrill Lynch & Bank of America. David maintains Series 7, 9, 10 and 66 securities licenses.

David graduated from Westfield State University with a B.S. in Business Management and Finance minoring in Economics. He actively volunteers his time having served on the Board of Directors for the Hispanic Health Council since 2019. Previously, he served on a variety of boards in local government, including chairing the Pension Board. He also volunteers with Camp Courant and Riverfront Recapture.

David resides in West Hartford with his wife Kelly.  They recently welcomed a new addition to their family, their first son Oliver.

• 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 .

• 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 wife Emily. They are avid Ohio State fans and enjoy traveling and exploring the New England.

• 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.

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