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

Richard has more than 20 years experience directing the investment and trading activities for the team. He is one of a select group of Senior Portfolio Managers, providing clients with custom portfolios that tie in directly with their comprehensive financial plans.

Previously, Richard was a Certified Public Accountant and Management Consultant at Deloitte & Touche, where he structured fixed income derivatives for such clients as Salomon Brothers and Goldman Sachs. He is a graduate of the University of Memphis with a B.S. in accounting and an M.B.A. from the University of Texas. Richard is President of the Dreamlight Theatre Company Board, which provides a home for musical theater and the artists who create it.

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

Marzena D. Hrebenko serves as a Senior Wealth Strategy Associate and financial planning specialist. In her role, she helps clients create personal financial plans, control expenditures, set goals for retirement, children’s educational savings and design strategies for accumulating wealth. Before joining UBS Financial Services, Marzena developed and customized retirement plans for high net worth clients at Morgan Stanley Wealth Management. In addition to financial services, Marzena has multiple years of experience in accounting and real estate.

Marzena graduated from the Zicklin School of Business in New York with a Bachelor’s degree in Accounting in 2011. In 2012, she obtained her Master’s degree in Financial Statement Analysis and Securities Valuation; in association with the Certified Financial Analyst partnership program for executives. Marzena is registered with FINRA and holds the Series 7, 63, 65 and Life, Accident & Health Insurance licenses.

Marzena speaks both Polish and English fluently. She volunteers as a counselor for female immigrants and enjoys volleyball, ballroom dancing, skiing and traveling.

Registered States:
CT, NJ, NY

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