It comes from experience.
Executive Director-Wealth Management
Gabe joined UBS in 2016 and is currently Market Director and Branch Manager of the UBS Springfield, New Haven, Albany and Glens Falls 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).
Market Administrative Officer
Tracy Anzalotti is the Administrative Manager for the Springfield Branch where she leads the team of Client Service Associates with 35 Years of combined administrative and operational experience. Key Deliverables are to coach and educate on administrative policies and procedures, implement service excellence standards and partner with the Market Management Team and Home Office.
Tracy maintains her Series 7, 63, 9 & 10 securities licenses. She graduated Summa Cum Laude from Bay Path University in Longmeadow, Massachusetts with a Bachelor of Science in Business Administration - Executive Management.
Tracy resides in East Longmeadow, MA with her husband Robert.