As head of the Personal Wealth Management group within UBS, Gary has been instrumental in building the PWMG into one of the country's top wealth management practices. He has had a long, successful and distinguished career in private wealth management, spending all those years at UBS. Gary brings the passion and expertise necessary to understand and solve complex financial challenges as well as identify unique opportunities for clients.

After graduating from Kent State University and receiving his executive certificate in financial planning from John Carroll University, Gary has spent the past 26 years committed to holistically advise high net worth families, endowments, foundations, qualified retirement plans and corporations. Gary is a member of the prestigious Chairman's Circle within UBS, a designation reserved for the firms most accomplished financial advisors. He was also recognized on Forbes list of Best-In-State Wealth Advisors, as one of the top advisors in Ohio. There were more than 32,000 nominations received nationwide and Gary was ranked #21 in Ohio.

Gary has a passion for the outdoors and he actively supports and participates in many community and charity events throughout Cleveland.  Gary and his wife Christy have 2 children, Jessica and Max and live in Geauga county Ohio.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

Nicholas joined UBS in 2004 after earning a B.B.A. from Kent State University. As a CLU® he has achieved the insurance profession's highest standard of excellence. One of his areas of focus for the team is insurance and financial planning. Nicholas devotes much of his time to civic and cultural organizations. He currently serves on the Board of Directors for the MetroHealth Foundation, is a member of the Northern Ohio Italian American Foundation, and past Board Chair of Welcome House. Nicholas was honored by Crain's Cleveland Business in 2016 as one of their Forty Under 40. Nicholas and his wife, Jennifer, reside in Fairview Park with their daughter, Ava, and his son, Nicky.

Registered States:
CO, CT, FL, IL, MA, MD, MI, NC, OH, PA, SC, TX, WV

A 1954 graduate of Shaker Heights High School and a 1958 graduate of Denison University. After a 2 year stint with the US Army, Jay got his start in the business with McDonald & Co. specializing in municipal fixed income. They would eventually be taken over by Key Bank and now UBS. Jay still resides today in Shaker Heights with his wife, Beverly. They have 3 boys and 9 grandchildren. Outside of the office, Jay enjoys golf, traveling, and spending time with family.

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, KS, MD, ME, MI, MN, NC, NY, OH, PA, SC, VA, WA, WV

Gina joined UBS in 2000. She was the 2008 UBS service Excellence Award recipient. Gina's primary specialties include the administrative aspects of wealth management. Gina is also registered and can execute all trade requests. Gina and her husband John reside in Avon Lake and have four children.

Registered States:
OH