Daniel Gerardi, Cfp®
About Daniel Gerardi, Cfp®
Daniel Gerardi, CFP®, is a Senior Wealth Strategy Associate at UBS, specializing in advising wealthy families and corporate executives. He has extensive experience in financial services and holds an MBA from Columbia Business School.
Work at UBS
Daniel Gerardi has been employed at UBS since 2021, serving as a Senior Wealth Strategy Associate. In this role, he focuses on advising wealthy families, corporate executives, family offices, and leaders in sports and entertainment. He previously worked at UBS in various capacities, including as a Registered Client Service Associate and a Wealth Strategy Associate, accumulating a total of seven years of experience with the firm before his current position.
Education and Expertise
Daniel Gerardi holds a Master of Business Administration (MBA) from Columbia Business School, where he studied from 2016 to 2018. He also earned a Bachelor of Arts (B.A.) from Villanova University, completing his degree from 2008 to 2012. His educational background supports his expertise in financial services, particularly in providing clarity on financial well-being and designing strategies for family governance and life events.
Background
Before joining UBS in 2021, Daniel Gerardi worked at Morgan Stanley as a Registered Client Service Associate from 2013 to 2015. He later returned to UBS, where he held the positions of Registered Client Service Associate and Wealth Strategy Associate from 2015 to 2022. His extensive experience in the financial services industry spans over a decade, allowing him to develop a comprehensive understanding of client needs.
Client Focus and Strategy
Daniel Gerardi specializes in advising high-net-worth individuals and families. He emphasizes the importance of regular communication, education, and planning in enhancing clients' decision-making abilities. His approach involves creating tailored financial blueprints that address family governance and significant life events, ensuring clients have a clear understanding of their financial landscape.