Steadiness

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).     

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 .

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.