Global access. Strategic solutions.

Private Wealth Management

What’s most important to you and your family? Why? Understanding you means understanding your world. That’s how we help our clients navigate the changes that shape our global economy. Whether advising C-suite executives, engaging entrepreneurs or working across each generation of exceptional families, we bring the multigenerational perspective and broad access of a Private Wealth Management team.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Robert Bertino

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- VA
- WA
Rob and his team were hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office. Rob focuses on relationships with private business owners undertaking pre-sale or pre-IPO planning, multi-generational family planning, private foundations, family offices, and individuals with significant wealth.

In addition to his role at UBS, Rob served on the Investment Committee for The Catholic Foundation, a $225 million Dallas Charitable Endowment Fund, and served as Chairman of the Committee from 2017-2018. Rob also sits on the Mendoza College of Business Advisory Council at The University of Notre Dame, where he served as Student Body President.

Prior to this role, Rob spent 12 years at Goldman Sachs Private Wealth Management. Rob earned his B.B.A in finance from the University of Notre Dame and his M.B.A. from Southern Methodist University. Rob is an avid golfer, having competed in the Pebble Beach Pro-Am, has a rescue dog named Bogey and enjoys spending time travelling around the world.
- Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- University of Notre Dame, B.B.A. Finance
- Southern Methodist University., M.B.A.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Cameron Lail

Senior Wealth Strategy Associate

Accredited Asset Management Specialist
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
Cameron joined UBS Private Wealth Management in early 2021 where he previously worked with a team in Boston. He works with family offices and ultra-high net worth clients on all aspects of their financial needs, including: investments, estate planning, lending, asset allocation, alternative investments and multigenerational financial planning. Prior to UBS, Cam worked at Edward Jones as a Financial Advisor running a branch office south of Boston.

Cam grew up in Michigan, earned a B.A. in Economics from Indiana University and holds his Series 7 and 66 securities licenses. He and his wife Lauren enjoy traveling, golfing, rooting for various sports teams and learning about different cultures through culinary experiences
- Indiana University, B.A. in Economics
- Accredited Asset Management Specialist
100 Crescent Court
Suite 400
Dallas, TX 75201
Ann Marie "Anna" Vargas

Authorized Officer

Investment Associate
View bio
- CA
- CO
- DC
- DE
- FL
- GA
- LA
- MI
- MT
- NH
- NJ
- NM
- NY
- OH
- PA
- TN
- TX
- VA
- WA
- B.S., Dallas Baptist University
- Hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office
- More than 34 years experience in the financial services industry
- Goldman Sachs Private Wealth Management, 1975 – 2008
- Focus: Anna manages the team’s cash management, administrative and operational issues. She is highly experienced in filings for restricted stock positions, including Section 16 and Rule 144/145 issues. Her deep industry experience allows her to efficiently service many different types of accounts.
- Dallas Baptist University, B.S.
100 Crescent Court
Dallas, TX 75201
Venita Yellapah

Senior Client Associate
View bio
- CA
- DC
- DE
- FL
- GA
- ME
- MI
- NH
- NJ
- NM
- NY
- PA
- TN
- TX
- VA
- Assoc. Degree, Ryerson University
- Over 15 years of financial services experience working for various financial firms, including Smith Barney and Morgan Stanley
- Over 6 years with UBS Financial Services in both Dallas and New York
- Focuses on all aspects of client service, operations, client reporting, data management and administration and helps lead our team in providing the highest level of service to our clients.
- Ryerson University, Associate Degree
100 Crescent Court
Suite 400
Dallas, TX 75201

Robert Bertino

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AL
- CA
- CO
- DC
- DE
- FL
- GA
- HI
- LA
- MA
- MI
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- TN
- TX
- VA
- WA
Rob and his team were hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office. Rob focuses on relationships with private business owners undertaking pre-sale or pre-IPO planning, multi-generational family planning, private foundations, family offices, and individuals with significant wealth.

In addition to his role at UBS, Rob served on the Investment Committee for The Catholic Foundation, a $225 million Dallas Charitable Endowment Fund, and served as Chairman of the Committee from 2017-2018. Rob also sits on the Mendoza College of Business Advisory Council at The University of Notre Dame, where he served as Student Body President.

Prior to this role, Rob spent 12 years at Goldman Sachs Private Wealth Management. Rob earned his B.B.A in finance from the University of Notre Dame and his M.B.A. from Southern Methodist University. Rob is an avid golfer, having competed in the Pebble Beach Pro-Am, has a rescue dog named Bogey and enjoys spending time travelling around the world.
- Barron's Top 1,000 Financial Advisors, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes America's Top Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- University of Notre Dame, B.B.A. Finance
- Southern Methodist University., M.B.A.
- Private Wealth Advisor
100 Crescent Court
Dallas, TX 75201
Cameron Lail

Senior Wealth Strategy Associate

Accredited Asset Management Specialist
View bio
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
Cameron joined UBS Private Wealth Management in early 2021 where he previously worked with a team in Boston. He works with family offices and ultra-high net worth clients on all aspects of their financial needs, including: investments, estate planning, lending, asset allocation, alternative investments and multigenerational financial planning. Prior to UBS, Cam worked at Edward Jones as a Financial Advisor running a branch office south of Boston.

Cam grew up in Michigan, earned a B.A. in Economics from Indiana University and holds his Series 7 and 66 securities licenses. He and his wife Lauren enjoy traveling, golfing, rooting for various sports teams and learning about different cultures through culinary experiences
- Indiana University, B.A. in Economics
- Accredited Asset Management Specialist
100 Crescent Court
Suite 400
Dallas, TX 75201
Ann Marie "Anna" Vargas

Authorized Officer

Investment Associate
View bio
- CA
- CO
- DC
- DE
- FL
- GA
- LA
- MI
- MT
- NH
- NJ
- NM
- NY
- OH
- PA
- TN
- TX
- VA
- WA
- B.S., Dallas Baptist University
- Hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office
- More than 34 years experience in the financial services industry
- Goldman Sachs Private Wealth Management, 1975 – 2008
- Focus: Anna manages the team’s cash management, administrative and operational issues. She is highly experienced in filings for restricted stock positions, including Section 16 and Rule 144/145 issues. Her deep industry experience allows her to efficiently service many different types of accounts.
- Dallas Baptist University, B.S.
100 Crescent Court
Dallas, TX 75201
Venita Yellapah

Senior Client Associate
View bio
- CA
- DC
- DE
- FL
- GA
- ME
- MI
- NH
- NJ
- NM
- NY
- PA
- TN
- TX
- VA
- Assoc. Degree, Ryerson University
- Over 15 years of financial services experience working for various financial firms, including Smith Barney and Morgan Stanley
- Over 6 years with UBS Financial Services in both Dallas and New York
- Focuses on all aspects of client service, operations, client reporting, data management and administration and helps lead our team in providing the highest level of service to our clients.
- Ryerson University, Associate Degree
100 Crescent Court
Suite 400
Dallas, TX 75201