Stefani Masry
About Stefani Masry
Stefani Masry is a Managing Director at UBS in New York, having held the position since 2024. She co-founded GKB & Associates in 2007 and has extensive experience in wealth management, previously serving as a Senior Financial Advisor at Merrill Lynch for 27 years.
Work at UBS
Stefani Masry has been serving as Managing Director at UBS since 2024. She is based in New York, New York, and has held this position for 8 months. At UBS, she continues to apply her extensive experience in financial advisory and wealth management, focusing on a client-centered approach.
Previous Experience at Merrill Lynch
Before joining UBS, Stefani Masry worked at Merrill Lynch Wealth Management for 27 years, from 1997 to 2024. During her tenure, she held the position of Senior Financial Advisor and Managing Director. Her long-standing experience in this role has equipped her with a deep understanding of wealth management and client relations.
Co-founding GKB & Associates
In 2007, Stefani Masry co-founded GKB & Associates, collaborating with Joe Guarneri and Steve Kabot. This venture reflects her commitment to providing tailored financial services and her ability to build strong professional partnerships in the financial industry.
Education and Expertise
Stefani Masry earned her Bachelor's Degree from Lafayette College, where she studied from 1993 to 1997. Her educational background supports her expertise in financial planning and wealth management, enabling her to develop comprehensive strategies for her clients.
Community Involvement
Stefani Masry is actively involved in mentoring underprivileged girls in Manhattan. This initiative highlights her commitment to community service and her dedication to empowering young women through education and support.