A team of five advisors who managed almost $2 billion in client assets at Merrill Lynch has joined UBS Wealth Management USA, the firm announced last Friday.
GKB & Associates, which is based in New York City and works with high-net-worth individuals and families, includes advisors Joseph J. Guarneri, Steven Kabot, Stefani Bollag, Daniel Russo and Connor Heine. GK&B The GKB & Associates team provides clients with holistic wealth management advice along with a boutique-level experience.
Guarneri, who manages GKB’s investment strategy and asset allocation models, started his career at Merrill Lynch in 1985. Steven Kabot, who oversees GKB’s daily operations as well as having responsibility for equity and alternative investment strategies, started at Merrill Lynch in 1989. Bollag, who deals with wealth preservation strategies for clients, started her career at Merrill in 1996.
Russo started his career at Merrill Lynch in 1998, working on the floor of the New York Stock Exchange. Heine started his career in 2011 at BNY Convergex, according to his BrokerCheck report, and joined Merrill in 2015.
The team includes five staffers.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
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