Harry Lewkowitz and Jeff Gersten, of the Lewkowitz–Gersten Wealth Management Group, are part of UBS’s Manhattan East complex in New York. Previously, they managed about $500 million in client assets.
Lewkowitz has been in the business for 35 years, starting out at Thomson McKinnon Securities in 1979. He worked for Merrill earlier, from 1990 to 2002, and then was with Citigroup for seven years before joining UBS in 2009.
Gersten has 17 years in the industry. He cut his teeth at Merrill in 1999, but then moved to Citi in 2002 and UBS in 2009.