Managing Director, Consultant
Maria Gatto was most recently Senior Practice Management Consultant at UBS Financial Services, a position she held for nearly 12 years. At UBS, she proactively partnered with field leaders in strategic discussions and planning their practice management efforts, which included consulting with their branch managers on becoming even more impactful coaches as well as their advisors and advisory practices on increasing net new assets, running a more effective and efficient practice, leading and building a high-performing team, succession planning, and providing a greater “top-of-mind” client experience.
Maria’s foundation to her success is building trust-based relationships by having her clients’ best interests at heart, clearly understanding what is most important, developing a roadmap to bridge the gap between their current reality and future aspiration, challenging the status quo, engaging them in meaningful actions and proven methodologies, and building a cadence of accountability so they are moving their practice forward.
Prior to UBS, Maria was a Senior National Training Manager with KeyCorp/McDonald Financial Group, for over a decade, whereby she gained extensive experience in leadership, human capital planning, performance consulting, change management, training and development, and instructional design.
Maria holds an undergraduate degree in Business Education, Master of Business Administration, and, a Master of Education all awarded from Cleveland State University, and is also a Certified Value Growth Advisor TM with Corporate Value Metrics.
Maria resides near Cleveland, Ohio. Her mission is to make a positive difference in other’s lives by genuinely being curious, actively listening, and motivating people to take action.