About Charles Day

The power of Advice. Beyond investing.

With more than 21 years delivering Wealth Management advice, Charles understands people and their challenges. While he has the knowledge and experience to help them make smarter decisions, his emotional connections - as a patient listener and a reliable advocate - are what inspire confidence. As the founding partner of The Charles Day Group, one of the leading Private Wealth Management teams at UBS, Charles delivers comprehensive planning and portfolio management solutions for complex wealth. But his advice focuses on much more than investing. His clients often come to him during difficult life transitions and with diverse needs ranging from estate planning and mortgage financing to business sale and succession.

Charles began his career in finance at the Federal Reserve Bank of New York and in the office of the mayor of New York City. He spent his first four years after law school as an appellate prosecutor in Brooklyn, then joined a large corporate law firm. Today, as a UBS Managing Director, a title reserved for select business leaders around the world, he combines the skills he honed from his law career to analyze issues, plan, strategize, manage stressful situations and build relationships.

Charles has been recognized as an industry leader, having been nominated and selected for Forbes' Best-In-State Wealth Advisors in 2020 and 2019. He is also a UBS Pinnacle Council member; the highest designation awarded by the firm to distinguish its most accomplished advisors.   

Experience

• Managing Director, UBS Private Wealth Management
• Senior Vice President, Morgan Stanley
• Senior Vice President, Smith Barney Citigroup
• Analyst, Federal Reserve Bank of New York
• Appellate Prosecutor, Brooklyn, NY
• Corporate law attorney

Credentials and Accolades 

• Forbes Best-In-State Wealth Advisors 2020
• Forbes Best-In-State Wealth Advisors 2019
• UBS Pinnacle Club Member
• Certified Investment Management Analyst^® (CIMA^®)
• Series 3, 7, 9, 10, 63 and 65 securities licenses
• Life and health insurance licenses
• B.A., Carleton College, Economics, Minors in History and Political Science
• J.D., Brooklyn Law School, Executive Editor of the International Law Journal

Life

• Born and raised in Manhattan, NY
• Serves as Board Treasurer, Chair of the Finance Committee, and member of the Executive Committee for Women in Need, NYC's largest private provider of shelter for homeless families
• Member of the leadership council of The Nature Conservancy, a prominent national environmental group
• Past member and vice chair of the board of the Food Bank for Westchester (10 years)
• Past president of the Board of Education in Katonah, NY
• Married for 26 years with two grown children, a son and a daughter
• Has traveled to more than 50 countries and five of the seven continents
• Lifelong and ardent fan of the New York Yankees, Giants and Rangers

Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, LA, MA, MD, ME, MN, NC, NJ, NY, OR, PA, SC, SD, TX, VA, VT, WA

About Paul Gerardi

Empathy inspires confidence

Paul has spent a decade, his entire career, in wealth management. Today, at The Charles Day Group, he runs the day-to-day operations of the team with a focus on building client relationships while ensuring all client needs are met.  Paul also assists with investment research and is responsible for portfolio trading.

Many of Paul’s clients and prospects are facing major life transitions—divorce, sale of a business, retirement or other significant financial events.  The advice he provides goes well beyond the financial.  Mutual trust allows his clients to speak to him about any concern.

Experience

• Senior Wealth Strategy Associate, UBS Private Wealth Management
• Registered Client Service Associate, Morgan Stanley

Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP^®)
• Chartered Financial Consultant (ChFC^®)
• Accredited Wealth Management Advisor^SM (AWMA^®)
• Series 3, 7 and 66 securities licenses
• Life insurance license
• M.B.A., Finance, New York University
• B.B.A., Finance; Minor: Economics, Cum Laude, Hofstra University

Life

• Paul and his wife live in Manhattan. 
• He, his brother, sister and parents are a closely knit family.
• Paul hopes to travel to every continent.

Registered States:
CA, CT, FL, IL, LA, MA, ME, NJ, NY, PA, TX, VT

About Emily Zangrillo

A passion for people and wealth management

When Emily joined UBS more than seven years ago, she knew she wanted to combine her understanding of the financial world with her passion for helping people. A career in wealth management gives her the best of both worlds. Today, as a Senior Wealth Strategy Associate for The Charles Day Group, she has a multifaceted role within her team. A CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst (CDFA®), Emily focuses primarily on transition planning and client engagement.

Through retirement planning, Emily works with clients to define and quantify their goals and concerns in life within the context of their current and future financial situation. This dynamic process helps to inform an optimal asset allocation and to provide insight into other opportunities, such as Long Term Care Insurance or a mortgage refinance. Most importantly, clients gain peace of mind knowing that they have the liquidity to enjoy their working years, the longevity needed for retirement, and perhaps a meaningful legacy to leave to their heirs and/or charity. When it comes to divorce, Emily serves as a trusted advisor to the client and their legal team. She does this by offering projections of how the financial decisions they make today may impact their future.

Emily also focuses on fostering multigenerational client engagement through various marketing initiatives, as well as connecting clients to the individuals and opportunities that interest them. Notably, she works with clients and their families to ensure they are well positioned against cyber threats and identity theft, two issues that are increasingly prevalent in today's world.  

Experience

• Senior Wealth Strategy Associate, UBS Private Wealth Management
• Wealth Planning Analyst, UBS Wealth Management Americas
• Business Analyst & Manager, UBS Graduate Talent Program

Credentials

• CERTIFIED FINANCIAL PLANNER™ (CFP^®)
• Certified Divorce Financial Analyst^® (CDFA^®) 
• Accredited Wealth Management Advisor^SM (AWMA^®)
• Series 7 and 66 securities licenses
• B.A., Economics, Summa Cum Laude, Union College

Life

• Member of the Union College GOLD (graduates of the last decade) Committee.
• Emily is an avid outdoorsman, having summited 20+ peaks across 10+ countries.
• She enjoys spending time with her tight-knit family.
• Emily is actively involved with St. Jude Children’s Research Hospital and the ASPCA (certified volunteer).
• She loves indulging in a good book.

Registered States:
CT, NJ, NY

Registered States:
CA, CT, FL, IL, LA, MA, ME, NJ, NY, PA, TX, VT

About Kelliann O'Connor

Building confidence with her clients and her team

Speaking with clients, answering inquiries, account administration, recordkeeping and problem-solving are all part of Kelliann's day-to-day responsibilities. But it's building relationships, understanding clients' wants and needs and helping them make confident decisions that inspire her as a Client Service Associate with The Charles Day Group. Every day she demonstrates integrity and strives to be an indispensable resource to her clients and her team.

Experience

• Over two years of experience building client relationships with The Charles Day Group
• College curriculum concentration in business and finance

Credentials

• Accredited Wealth Management Advisor^SM (AWMA^®)
• Series 7 and 66 securities license
• B.A., Gettysburg College

Life

• Kelliann loves spending time with her family—her parents and sister have a very close relationship.
• She enjoys all things outdoors, especially hiking, biking and running.
• She is a self-taught pianist and guitarist.
• Having recently spent four months in southern Spain, Kelliann looks forward to more travel and new adventures.

Registered States:
CA, CT, FL, IL, LA, MA, NJ, NY, TX