Unclaimed ProfileUnclaimed

Stefani Bollag Masry
Managing Director-Wealth Management
UBS - New York,NY
As a founding member of GKB & Associates, Stefani is responsible for developing wealth preservation strategies. She comprehends what is most important to clients and/or their businesses. Based on her analyses, she recommends investment and ...... Show More
Reviews
Sorry! No reviews found for this Profile
Write a first review to Stefani
Write a Review
About
As a founding member of GKB & Associates, Stefani is responsible for developing wealth preservation strategies. She comprehends what is most important to clients and/or their businesses. Based on her analyses, she recommends investment and balance sheet strategies, on both the asset and liability sides, designed to target specific needs including access to the credit and lending services at UBS Financial Services.Stefani began her career at Merrill Lynch Wealth Management in 1997 after graduating from Lafayette College with a degree in economics and business.Along with four other executives, Stefani founded the Merrill Lynch Women's Mentoring Program in 2006. She lives in New York City with her husband and two children.
Search Rank ScoreLearn More →
47
/850
Search Rank Score
What is the Search Rank Score®?
Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
Positions
- Managing Director-Wealth Management
FAQs
Here are some Frequently Asked Questions about Stefani Bollag Masry
What organization is Stefani Bollag Masry associated with?
Stefani Bollag Masry is associated with UBS.
What is Stefani Bollag Masry’s work email address?
Stefani Bollag Masry’s professional email address is s************g@u**.com. You can also email Stefani Bollag Masry by clicking on the contact Stefani Bollag Masry.
Where is Stefani Bollag Masry based out of?
Stefani Bollag Masry’s primary location is New York, NY.
What is Stefani Bollag Masry's phone number?
Stefani Bollag Masry's phone number is (212) 713-6140
What is Stefani Bollag Masry's title??
Stefani Bollag Masry is a Managing Director-Wealth Management.
