Dan serves as the chief investment officer for Gatestone Financial Partners. He began his financial services career at Merrill Lynch in 1981 and transitioned to a research associate role at Laidlaw Adams and Peck in 1983, covering the entertainment, toy and game industries. In 1984, he became a financial advisor and hedge fund specialist for Kidder, Peabody & Co., which was acquired by UBS in 2000.

Dan's more than 30 years of financial service experience, knowledge, and leadership have led to his consistently being ranked as one of UBS top advisors. In addition, he has received industry recognition by being named to Barron’s Top 100 Financial Advisors list. Dan earned his B.A. from Lafayette College. He serves on the Committee on Investments for the Lafayette College Board of Trustees, is an active donor and former board member of the National Council for Adoption, and serves as the President of the Wilmington Fund VT.

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, VI, VT, WA, WI, WV, WY

Craig joined UBS Private Bank in 1999 working in New York, Zurich, and London. In 2001, he moved to the U.S. Wealth Management business and partnered with Dan Kilmurray to grow their advisory practice. Bringing a global perspective, Craig focuses on financial planning and wealth management, specializing in developing strategies to meet the needs of high net worth individuals. He is responsible for the implementation and review of capital allocation across our advisory business.

Craig is a member of the Financial Planning Association and has been a speaker on the topics of planning and investments at New York Chapter events. He is an adjunct faculty member at New York University. In 2013, Craig was named to REP.'s inaugural “Top 40 Wirehouse Advisors Under 40.” He holds a B.S. from Cornell University and a graduate certificate in financial planning from New York University. Craig founded and ran a mentoring program between Cornell University alumni and New York City public high school students and is an active supporter of NYC hunger-ending initiatives.

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, VI, VT, WA, WI, WV, WY

With more than 35 years in the financial services industry, Bill prides himself on finding out all he can about his clients, so he can create a full picture of their financial and life goals. By understanding his clients’ unique needs, he provides holistic wealth management that sets the course for achieving long-term success. Rooted in his deep knowledge of fixed income securities, Bill began his career in 1980 with Lebenthal and Co. Over the next 15 years, he transitioned to Salomon Brothers, Bear Stearns and First Boston. In 1995, Bill joined UBS predecessor firm PaineWebber. Throughout his career, he has been dedicated to protecting the financial well-being of his clients—primarily ultra-high net worth individuals and families—by focusing on providing comprehensive financial planning and investment management.

Having built his practice on a disciplined and well-defined wealth management process, Bill offers guidance that is based on in-depth conversations with his clients and a thorough understanding of their goals, challenges and comfort with risk. Bill’s passion and commitment to exceptional service and developing long-lasting relationships has helped him achieve recognition from Barron’s Top 1,200 Financial Advisors for 2014 – 2019 and Top 1,000 Financial Advisors for 2009 – 2013. Bill was also named to the Forbes Best-In-State Wealth Advisors List for 2018 and 2019, the Financial Times Top 400 U.S. Financial Advisors list for 2014 and 2013, and Registered REP’s Top 100 Wirehouse Advisors list for 2016, 2014, 2013, 2011, and 2009.

Bill earned his degree in economics from Trinity College in Hartford, CT. He has earned Series 3, 5, 7, 15, 63 and 65 securities licenses, as well as annuity and life insurance licenses. He and his wife of over 30 years have three grown children. Outside of work, Bill enjoys tennis, golf, squash, skiing, fishing and his latest passion, participating in triathlons.

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, VI, VT, WA, WI, WV, WY

John has over 30 years of experience in corporate executive services and developing wealth management strategies for high net worth clients going back to his joining Kidder Peabody & Co. which was acquired by UBS in 2000. He is passionate about the impact he has been able to have on clients and their families as he and his wife have three children and one grandchild.  John has a B.A. and M.A., both from Miami University.  He is an avid sailor and enjoys spending time out on the water.

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

As one of the top Financial Advisors in the Workplace Wealth Services (WWS) group at UBS, Anthony Rundella has significant experience in assisting corporate executives. He provides guidance on corporate equity plans, as well as specializing in 10b5-1 plans, 10b-18 corporate stock buybacks and Rule 144 sales. Anthony has direct responsibility for numerous Fortune 100 and Fortune 500 company plans. These corporate relationships come from a variety of different sectors including financials, media, retail, defense, healthcare and consumer goods. 

Anthony has received industry recognition by being named to America's Top 1200 Financial Advisors list by Barron's Magazine and to Forbes Magazine Best-In-State Wealth Advisors.  He is an inaugural member of the UBS Corporate Advisory Board and the UBS Workplace Wealth Services Steering Committee which helps guide the strategic road map for the equity compensation business.  Anthony has participated in numerous panels for various aspects of equity compensation, including corporate partnerships and pre-IPO education.  He is a graduate of St. John's University.

Anthony is an active supporter of The Sunshine Kids, a non-profit organization dedicated to children with cancer and No Greater Sacrifice (NGS), providing scholarships and resources to the children of our nation's fallen and wounded Service members.

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

Steve began his career in financial services at Fleet National Bank in 1981. Following business school, he joined the fixed income training program at Manufacturers Hanover Trust in 1986. Steve was hired by PaineWebber in 1992 as a regional institutional salesperson for the municipal bond department. In 2010, he joined our team, where he applies his extensive knowledge of municipal issuers and credit structures to advise clients in the management of municipal securities portfolios. Steve received his B.A. from College of the Holy Cross in 1981 and his M.B.A. from Columbia Business School in 1986.

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, VI, VT, WA, WI, WV, WY

Andy began his career with UBS in the summer of 2011 as a member of the Graduate Training Program. Most recently, he worked as a taxable and municipal bond specialist. Andy, who joined Gatestone Financial Partners in 2014, leverages his diverse background to assist with our municipal bond portfolio management and the delivery of our wealth management services. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Corporate Stock Benefit Consultant and specializes in customizing financial plans for individuals and their families. Andy received a B.A. from Yale University.

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, VI, VT, WA, WI, WV, WY

John has been with UBS since 2006 and provides clients with wealth management services, focusing on both financial and retirement planning. He is a Corporate Stock Benefit Consultant and works with clients to develop strategies to protect them from the risks associated with concentrated stock positions. He also has experience in assisting corporate executives with their equity awards, including stock options, restricted stock, and 10b5-1 plans. He earned his B.S. from Fairleigh Dickinson University.

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, VI, VT, WA, WI, WV, WY

Joe serves as the head trader for the team. He spent a year at the investment banking firm Hornblower & Weeks prior to joining UBS in 2000. At UBS Joe has specialized in the trading and execution of equity, debt, derivatives, foreign exchange and commodities. He manages all transaction activities for our team. Joe holds a B.S. from Arizona State University.

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, VI, VT, WA, WI, WV, WY

Amy is the team administrator for our wealth management services. In 1991, she joined Kidder, Peabody & Co., which was acquired by UBS in 2000. Amy formerly held positions with Merrill Lynch, Shearson Lehman and Prudential. She is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Amy received her B.A. from SUNY College at Oneonta

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, VI, VT, WA, WI, WV, WY

Gwen is the team administrator for our corporate services. She joined UBS in 2000 after working for Prudential. Gwen is responsible for taking care of clients’ day-to-day service needs and oversees client on boarding, administrative and processing functions. Additionally, she is one of the specialists that works with our Corporate Stock Benefit plans. Gwen holds a B.A. from the University of Maryland.

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, VI, VT, WA, WI, WV, WY

Maureen began her career in financial services in 1991 with Smith Barney and joined UBS predecessor firm, PaineWebber, in 1994. Maureen and Bill have worked together since 1998.

Working primarily with affluent individuals and families, Maureen is dedicated to helping clients build more than a financial plan, but also a life plan focused on their individual goals and needs. Beyond investment management, Maureen understands that clients want superior service and holistic wealth management that is centered on their individual financial situation.

Maureen grew up on Long Island, and after living in New York City and Hoboken for over 20 years, she now resides in Babylon, NY. She studied accounting at the New York Institute of Technology and has earned Series 3, 7, 63 and 66 securities licenses, as well as annuity and life insurance licenses. Outside of work, Maureen enjoys skiing, hiking, traveling and spending quality time with her family, friends and chocolate lab, Luna.

Registered States:
AL, CA, CO, CT, DC, FL, IL, MA, ME, MI, NH, NJ, NY, PA, RI, TX, VA, WA

Cynthia is the Client Service Associate for our wealth management business. She joined UBS in 2012 as a branch service associate, working in the Operations Department. She transitioned from branch operations to a client facing role in April of 2015. She is responsible for taking care of clients' day-to-day service needs and oversees client on-boarding, administrative, and processing functions. Cynthia received her B.B.A. degree from Pace University.

Christina entered the financial services industry in 2006 and joined UBS in 2011. For Gatestone Financial Partners, she handles administration, client service, account maintenance and daily monetary transactions. She also works closely with accountants and attorneys to assist with any questions they may have regarding clients. Attentive, thoughtful and efficient, Christina is committed to building client trust by providing a personal touch and treating every client with respect.

Christina graduated from St. John’s University with a B.S. in finance. She earned Series 3, 7, 63 and 66 securities licenses. Outside of work, she enjoys running and working out. She has helped raise money for the Leukemia and Lymphoma Society by training for, and completing, the NYC Marathon. Christina is married, a mom, and enjoys spending time with her family.

Nica is a Client Service Associate for our wealth management business. She started as an intern at UBS while in college and ultimately took a fulltime position in 2017. Nica is responsible for taking care of clients' day-to-day service needs and oversees client on-boarding, administrative, and processing functions. She received her B.A. degree from Hunter College in New York City.

Prior to joining our team, Adam worked as a client associate in our 200 Park Avenue office for 15 months where he obtained his Series 7 & 66 licenses and became registered.  Before that, he worked in the Service Group for 6 months – primarily in tax reporting and account opening and maintenance. Adam graduated from Seton Hall University in 2016 with a B.S. in Economics and Finance. Adam lives in Brooklyn and enjoys attending sporting events and concerts in his spare time.

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, VI, VT, WA, WI, WV, WY