Michael Bromberg, Daniel A. Gerschel, Joshua Ellner, Rob Mancino and Craig Weinstein have joined UBS in New York City.
Together with their team, The BG Group, they manage more than $2.5 billion in client assets for high-net-worth individuals and families. They join the UBS Manhattan Wealth Management Market and will be based in the firm’s 1285 Avenue of the Americas office, managed by market director Kellie Brady.
Bromberg joins UBS as a managing director and financial adviser. With roles at UBS, Morgan Stanley and Merrill throughout the past several decades, he has been named as one of Forbes’ Best-In-State Wealth Advisors for 2019, 2021 and 2022, as well as one of Barron’s Top 1200 Financial Advisors in the United States for 2022.
Gerschel joins UBS as a managing director and financial adviser. He brings more than 20 years of investment experience to UBS. He is a co-founder of The BG Group. He has been named to the Forbes Best-In-State Wealth Advisors li