Gary is an Option Strategist within the Capital Markets Group at UBS Wealth Management. He provides advice to Financial Advisors and investors regarding Options, Equities, and Exchange Traded Derivatives.
Gary joined UBS in 2007 and brings more than 25 years of experience in the financial services industry with varied roles in trading, sales, and strategy. Prior to joining UBS, Gary worked for seven years as a Managing Director in the Equity Derivatives Strategy group at Bear Stearns & Co. where he was responsible for developing flow derivative strategies for institutional clients. He has also held senior positions at SG Cowen Securities Corp, where he was Chief Options Strategist, as well as numerous roles at PaineWebber.
Gary's experience as a published strategist with expertise in equity derivatives enables him to deliver customized solutions and recommendations for complex financial problems. He draws on his extensive experience in sales, trading, and research to determine solutions to help manage risk and maximize potential opportunities. Gary is a Registered Options Principal and a member of the ETF Product Review Committee.
Gary received a B.A. in Politics from Ithaca College, Ithaca, NY. Gary holds FINRA series 3, 4, 7, 63, & 66 securities licenses.