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.