Gerry has dedicated his entire 23 year career to assisting families achieve long-term financial security. He guides his clients on issues regarding tax, investment management, charitable giving, and issues around legacy and estate planning to ensure that they are financially prepared for the future. In addition, Gerry provides executives with advice on equity compensation and concentrated position strategies. He is also a Corporate Stock Benefit Consultant, a prestigious title awarded to approximately 40 of the firm's more than 7,000 Financial Advisors.

Gerry has a Bachelor's of Science in Accounting from Binghamton University's School of Management and was previously a Certified Public Accountant at Price Waterhouse Coopers. Gerry has also earned the CPWA® designation from the University of Chicago's Booth School of Business.

Outside of work, Gerry enjoys playing golf, traveling, and teaching financial literacy at local high schools. He currently resides in New Jersey with his three daughters and his wife, Jeanne.

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

Michael is a financial planning specialist on our team. He draws upon his background as an attorney, UBS Client Service Associate and experience in compliance as a UBS Branch Examiner to deliver customized financial plans. Michael has a B.A. in Political Science and Economics from Union College, a Juris Doctor from Albany Law School and an MBA from Union Graduate College. He also holds Series 7 and Series 66 securities licenses. While not currently practicing law, Michael is an active member in good standing, admitted by the State of New York Supreme Court, Appellate Division Third Judicial Department and in Federal District Court in the Northern District of New York. Outside of work, Michael enjoys long-distance running and traveling and he is a member of the New York State Bar Association.

Registered States:
CT, FL, MT, NJ, NY, PA

Toby focuses on the administration of our team’s corporate plans, as well as credit and lending for our private clients. He also handles the day-to-day maintenance of clients’ accounts. He graduated from Boston University with a B.S. in manufacturing engineering. He received his Series 7 and 63 securities licenses. In his free time, Toby enjoys long-distance running and traveling.

Registered States:
AZ, CA, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI