A Tested Approach To Wealth Accumulation

GBA Wealth has helped clients navigate market cycles, major life transitions, and complex taxable events with a steady, principals principles-based approach. Our strategies add value to our clients. They and provide clairty without unnecessary complexity. Whether you are a high net-worth individual, business owner, or coming into significant wealth, or just getting started, we can help you plan and adhere to a wealth building process roadmap.

Meet the Team

Bill Bradford

Bill Bradford, Partner

Bill brings a lifetime of investment passion and a disciplined, risk-aware perspective to the firm. From founding the stock market club in high school to becoming one of the youngest CFA charter holders, his career has centered on a single core principle: the power of compounding.

Bill attended Bowdoin College and NYU's Graduate School of Business. His expertise was forged in the institutional investment world, where he managed a large growth stock mutual fund through significant market turbulence and led a money management firm serving large-scale pensions and endowments. Over time, he sought a more personal application of his skills, pivoting away from institutional short-termism to focus on private wealth management. Alongside his longtime partner, Bill Garrison, he built a company designed for true long-term investors who value discipline, patience, and steady growth.

Today, Bill leads the firm alongside partners Sherli Looi and Paul Ayala, remaining deeply committed to the multigenerational success of the families they serve. When not researching growth companies, he can be found on the golf course or pickleball court or supporting the arts in New York City, where he has long served as the finance chair of an Obie-winning Off-Broadway theater company.

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Sherli Looi

Sherli Looi, Partner

Sherli has many years of experience applying a disciplined, long-term approach to capital stewardship. She applies her innate curiosity and passion for understanding how things work to her investment decisions and risk management.

Sherli's natural talent is augmented by her MBA from the Simon Business School at the University of Rochester. She also holds a Bachelor of Commerce from Victoria University of Wellington and is a Chartered Accountant in New Zealand.
She began her career in global finance at JPMorgan Chase, serving central banks and multinational institutions in foreign exchange markets. Her professional journey has spanned Malaysia, Singapore, New Zealand, and the United States. That international experience shaped her views of economic interdependence and capital flows across borders and brought a valuable insight into her clients’ financial lives. It also reinforced her view-- shared with her partners-- that steady compounding growth is the key to investment success.

Outside the office, Sherli thrives on balance and creativity. She enjoys travel, painting, cooking, and reflecting on life’s larger questions—reminders that both markets and life reward patience, perspective, and integrity.

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PAUL AYALA

Paul Ayala, Partner

Paul is an investment advisor with extensive experience in banking and wealth management. His career has been defined by disciplined portfolio construction, thoughtful risk management, and customized personal financial planning.

Paul began his academic studies in economics at Columbia University before earning his bachelor’s degree from The City College of New York. He spent a decade at J.P. Morgan, where he rose steadily to become vice president and private client advisor, before joining the firm’s Ultra High Net Worth Private Bank. He later started his own successful advisory practice with Samalin Wealth. He joined GBA Wealth in 2025, bringing us his own strong investment record as well as new levels of expertise in financial planning and tax mitigation. 

Working with both ultra-high-net-worth clients and families building toward financial independence has given Paul a broad yet refined perspective. He combines institutional-level investment discipline with practical, goals-based planning to help clients design portfolios intended to generate durable income, manage risk, and build multigenerational wealth.
Outside his practice, Paul is an avid golfer. He enjoys traveling with his wife, Grace, and their Cavapoo, Guinness, exploring new cities, cultures, and golf courses around the world.

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How We Work With You

Our process is designed to bring clarity and confidence to important financial decisions especially when significant wealth and long-term goals are involved.

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Understand Your Goals

  • Define income, liquidity, and long-term objectives

  • Evaluate tax considerations and risk tolerance

  • Create a clear financial roadmap

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Build Your Strategy

  • Design diversified investment portfolios

  • Focus on growth and, or, risk protection

  • Position for changing market conditions

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Implement & Guide Ongoing

  • Execute Your Plan

  • Rebalance and adjust when needed

  • Adapt to life events and market changes

Bring Clarity to Your Financial Decisions

Managing significant assets or planning your next move? Let's start the conversation.

Get in Touch With the Team