Gerry is a Managing Director with the UBS Private Wealth Management team. Gerry founded The McGinley Group in 2015, after spending 21 years with DLJ and Credit Suisse Private Banking, where he lead a five-person team that advised ultra-high net worth individuals, families and not-for-profit organizations on all aspects of wealth management.  While at Credit Suisse, Gerry was named to the Chairman’s Club in 2011, 2012, 2013 and 2014.  Prior to joining DLJ/CS, Gerry was an equity trader with Kidder Peabody and previously taught high school history at Avon Old Farms School in Avon, CT.

At UBS, Gerry and his team provide comprehensive wealth management services to ultra-high net worth individuals/families, family offices, and private foundations and endowments. Drawing upon the global resources of UBS, Gerry works with an integrated team of professionals focused on helping clients address their banking, investing, trust and estate, lending, and philanthropic needs and goals.     

Gerry earned an M.B.A. from the Kellogg School of Management at Northwestern University and a B.A. in Economics from Hobart College, where he was a founding member of the rowing team. Gerry also completed the Hawaii Ironman triathlon. Gerry lives in Westport, CT with his wife and three children. He enjoys spending time with his family and participating in athletics, including golf. He also serves as a trustee of Camp Tecumseh in Center Harbor, NH.

Registered States:
AL, AR, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WI, WY

Matt is an Account Vice President at UBS Private Wealth Management. Matt joined The McGinley Group as a financial advisor and partner in March 2017, after spending four years at J.P. Morgan’s Private Bank, where he advised ultra-high net worth individuals, families, and not-for-profit organizations on all critical elements of wealth management.  Prior to joining JPM Private Bank, Matt worked in institutional sales for eight years, advising some of the largest global money managers on a wide range of investments, including high-yield and investment-grade corporate debt, asset- and mortgage-backed securities, agencies and municipal bonds.

At UBS, Matt and The McGinley Group provide comprehensive wealth management services to ultra-high net worth individuals/families, family offices, and private foundations and endowments. Drawing from the global resources of UBS, Matt leads an integrated team of professionals focused on helping clients address their banking, investing, trust and estate, lending, and philanthropic needs and goals.     

Matt earned a B.A. in History from Middlebury College, where he played hockey and lacrosse. Matt lives in Chatham, NJ with his wife and three kids.  He enjoys spending time with his family, hockey, and golf.   

Registered States:
AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, VI, WA, WI, WY

Adam is a Director at UBS Private Wealth Management. Prior to joining UBS in 2015, Adam was a business analyst at Credit Suisse Private Banking, where he worked closely with his team to manage existing client relationships, focusing on investment products, strategy and implementation. Previously, Adam worked in institutional equity sales for six years, tailoring liquidity creation and execution strategies for large global portfolio managers and traders.

At UBS, Adam and The McGinley Group provide comprehensive wealth management services to ultra-high net worth individuals/families, family offices, and private foundations and endowments.  Adam delivers resourceful strategic solutions on a variety of matters, including asset allocation, investing, lending, retirement planning, and philanthropic needs and goals. Drawing from the global resources of UBS, Adam also works to strategically develop new business opportunities.

Adam graduated from Sacred Heart University with a degree in Finance. He lives in Maplewood, NJ with his wife and daughter and enjoys spending time with his family, golf and fitness.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WY

Michael is the Registered Client Service Associate on The McGinley Group, for which he coordinates all operational details for client accounts. Michael’s responsibilities include account maintenance, trade executions, investment processing, market commentary, asset movements and more.   Prior to joining UBS, Michael participated in the Credit Suisse Client Associate training program.   He has been with The McGinley Group since 2015 and holds both Series 7 and Series 66 licenses.     

Michael earned a B.S. in Finance from the Martha & Spencer Love School of Business at Elon University.  Outside of work, Michael participates in a number of local charitable events. He also enjoys playing basketball and traveling to new places. Michael currently resides in the Union Square area of Manhattan.

Registered States:
AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, NC, NJ, NM, NV, NY, OK, PA, RI, SC, TN, TX, VA, WA, WI, WY