For more than 10 years, Eric has been earning the trust of his clients with holistic and thorough approach to wealth management.  As a partner of the Gramercy Wealth Management Group, he serves primarily high-net-worth individuals and global families with the crafting of comprehensive financial plans.  Eric focuses on investment strategy, trust and estate planning, as well as retirement and cash flow analysis, in order to help clients achieve their life long goals.  Eric has extensive background with philanthropic solutions and guides clients through the development of sound life insurance strategies.  Having worked with clients globally, Eric excels at handling the challenges that multi-jurisdictional clients face.

After completion of graduate school, Eric began his financial advisory career as a Relationship Manager at Credit Suisse Securities North America.  Prior to graduate school, Eric worked as a strategy consultant, focusing on several industry groups.

Eric serves on the Founder’s Council of the Williams Institute, which is affiliated with the UCLA School of Law.  Eric resides in Brooklyn, and in his personal time enjoys hiking, traveling, fishing, cooking and reading.

 Licensing and Education:

CERTIFIED FINANCIAL PLANNER™

Series 7, Series 66, Life Health & Variable Annuity Licensed

M.B.A. in finance, NYU Stern School of Business

M.A. in politics, NYU Graduate School of Arts and Sciences

B.S. in finance, University of Florida

B.A. in English, University of Florida

Registered States:
AZ, CA, CT, DC, DE, FL, IL, IN, MA, ME, MI, NC, NJ, NY, TX

Michael creates an essential balance of maintaining solid client relationships and providing financial expertise.  Michael has obtained his financial proficiency from a 18 year career in the industry, working with client globally.  As a partner of the Gramercy Wealth Management Group, Michael specializes in bespoke trading, pre-IPO planning, portfolio construction, complex lending solutions, and executive compensation strategies.  Michael  also spearheads the team due diligence efforts for its Private Equity and Hedge fund investments.  Michael's broad financial services experiences in portfolio management and due diligence allows for exceptional advice and stewardship. Prior to joining UBS, Michael was a Relationship Manager at Credit Suisse Securities North America. 

Prior to Credit Suisse, Michael spent more than a 10 years at J.P. Morgan (JPM), in a variety of positions, including Global Investment Specialist within the Private Bank’s Financial Leaders Team, Marketer for the Private Bank’s equity, fixed income, and derivative investments and Associate Portfolio Manager focusing on tax aware equity strategies.  Mike began his career at Fidelity Investments in Boston Massachusetts, after graduating from Union College with a Bachelor of Arts. 

Michael is a former board member of Project Enterprise, a micro finance organization supporting entrepreneurs in under-resourced neighborhoods across New York City.  His personal interests include his children, running, skiing, cooking, and reading.

Licensing and Education

Series 7, 63, 65, and Life & Variable Annuity licenses

B.A., Union College

Registered States:
AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, ME, MI, NC, NJ, NY, TX

As a member of the Gramercy Wealth Management Group, Cristina's responsibilities include portfolio and asset allocation analysis, due diligence, risk management, and implementation.  She previously spent over 7 years with the J.P. Morgan Private Bank, first within the international division and most recently as an investment associate working with high-net-worth individuals within the New York City metro region.  Prior to that, she began her career in middle-market institutional sales at Citi Smith Barney. 

She is also a member and Treasurer of the Young Professionals Board for Astor Services for Children and Families, a non-profit organization focused on childhood mental health and awareness.  Cristina resides with her husband in Bronxville, New York. 

Licensing and Education:

Series 7 and 63 registrations. 

B.A. in International Political Economy, Fordham University  

Registered States:
AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, ME, MI, NC, NJ, NY, TX, VA, WA

As a member of the Gramercy Wealth Management Group, Angela's responsibilities include client interface, trading, and asset allocation analysis.  She previously spent over 4 years with HSBC as a premier banker.  Prior to that, she began her career within the insurance division of Metlife, Inc.

As a native of China, she completed both her undergraduate and graduate degrees at SUNY at Buffalo.  She is fluent in Mandarin and Cantonese. In her free time, she is an avid skier, enjoys playing the trombone, and is an active member of a local performing arts group called The Four Seas Players in New York City,

Licensing and Education:

Series 7, 65, 63, and Life, Health & Accident licenses  

B.A. and M.A. in Arts Management from SUNY at Buffalo

Registered States:
AZ, CA, CT, DC, DE, FL, GA, IL, IN, MA, ME, MI, NC, NJ, NY, TX, VA, VT, WA