Senior Vice President–Wealth Management
Financial Advisor
Bob has dedicated his 30 year career to advising institutional clients of varying size and nature. Bob has established himself and his team as a valuable resource to public entities, non-profits, and credit unions. In 2003, Bob along with partner Ned Sorley joined UBS to better address the unique needs of this marketplace.
Bob received his B.A. in Business Administration with a Concentration in Finance and Marketing, from the College of St. Thomas. For over 25 years, Bob has been an active Board Member of True Friends, formerly Camp Friendship and Camp Courage, a Non-profit dedicated to providing year round support to persons with physical and developmental disabilities. Away from the office, Bob has actively coached his four children in hockey, football and baseball, and he currently resides in Golden Valley.
General Securities Representative Examination-Series 7, Uniform Securities Agent State Law Examination-Series 63, Uniform Investment Adviser Law Examination-Series 65
Education
Senior Vice President–Wealth Management
Financial Advisor
Bob has dedicated his 30 year career to advising institutional clients of varying size and nature. Bob has established himself and his team as a valuable resource to public entities, non-profits, and credit unions. In 2003, Bob along with partner Ned Sorley joined UBS to better address the unique needs of this marketplace.
Bob received his B.A. in Business Administration with a Concentration in Finance and Marketing, from the College of St. Thomas. For over 25 years, Bob has been an active Board Member of True Friends, formerly Camp Friendship and Camp Courage, a Non-profit dedicated to providing year round support to persons with physical and developmental disabilities. Away from the office, Bob has actively coached his four children in hockey, football and baseball, and he currently resides in Golden Valley.
General Securities Representative Examination-Series 7, Uniform Securities Agent State Law Examination-Series 63, Uniform Investment Adviser Law Examination-Series 65
Education
Senior Wealth Strategy Associate
Education
Senior Wealth Strategy Associate
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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