Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Gary Zahakos, CFP®, CIMA®, CEPA®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
212-713-9095

email



Gary completed his undergraduate work at Cornell University, and did his graduate work in finance at New York University. Gary is a CERTIFIED FINANCIAL PLANNER™ and achieved a CIMA® designation. Gary has been in the financial planning and wealth management industry since 1984 and specializes in Investment/Portfolio management. Gary lives in New York City, where he resides with his wife Kristiane and his son Noah. He enjoys fishing and spends much of his free time on his boat, navigating the waters of the Long Island Sound.

 


Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NM, NY, PA, SC, TX


Emmanuel A. "Manny" Curling, CRPC®, CEPA®

Wealth Strategy Associate
Chartered Retirement Planning Counselor (CRPC®)
Certified Exit Planning Advisor (CEPA®)
212-713-9094

email



Emmanuel (Manny) Curling joined the Zahakos Wealth Management Group in 2013. As a Wealth Strategy Associate, he assists in developing allocation strategies, detailed client performance reporting and trading for our clients.  

Manny is a graduate of Syracuse University, where he earned his degree with a double major in advertising and finance. Before coming to UBS, Manny was a licensed insurance associate. Manny resides in Bergen County, New Jersey. When not at work with the Zahakos team, he enjoys playing competitive soccer and traveling.


Registered States:
AZ, CA, CO, CT, DE, FL, GA, NH, NJ, NY, PA, SC


Andrew S. Halpern, CFP®, CEPA®

Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Portfolio Management Program Financial Advisor
Certified Exit Planning Advisor (CEPA®)
Visit my personal page
212-713-2807

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In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


Registered States:
AZ, CA, CT, FL, GA, MD, MI, NJ, NY, PA


John Henry Hug, CRPC®

Financial Advisor
Corporate Stock Benefit Consultant
Portfolio Manager
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
212-713-4371

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Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.


Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY