Your life's goals

• 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 Springfield, New Haven, and Hartford 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).     

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

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

Brian joined UBS in April 2022, and is an Administrative Officer for the Greater New England Market.  Brian’s primary responsibilities include overseeing the Administrative and support teams for the branches within the market.  Brian began his career on the trading floor of the NYSE where he spent a combined 15 years.  Most recently, Brian was with Wells Fargo Advisors for 14 years in various operational and leadership roles.

Brian received a Bachelor’s degree in Business Administration from Walden University and is FINRA registered Series 7, 9, 10, 25 & 66.

Originally from New York City, Brian now lives in Simsbury, CT with his wife Crisla and twin daughters Matilda & Morgan and is an active member of the Simsbury Volunteer Fire Company.  Brian also has a teenage son, Dylan who lives in Eastern LI.

• Administrative Officer