Daniel A. Gerschel

Daniel A. Gerschel, CRPC®, SE-AWMA™, CPFA®, is a Managing Director and Financial Advisor at UBS Wealth Management, bringing over 20 years of investment experience. As a Co-Founder of The BG Group, Daniel has successfully focused on enhancing the client experience through personalized wealth management strategies. Earlier in their career, Daniel worked on Wall Street, starting as an Equity Desk Analyst at CIBC World Markets and later serving in various roles at Morgan Stanley and Merrill Lynch. Daniel earned a Bachelor’s degree in International Affairs from The George Washington University, where they also gained experience working at the Federal Reserve. Residing in Greenwich Village, Daniel actively participates in community organizations and enjoys amateur beekeeping and cycling.