Global access. Strategic solutions.

Private Wealth Management

[PWM] Executive window

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.

3 Generations walking on beach

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

Shaping multigenerational family wealth

Our clients are deeply concerned about the role that wealth will play in their families. They are looking to the next generation for responsible financial stewardship. We can facilitate conversations with your loved ones and help you develop a unified vision for all that you want to accomplish now and for the long-term.

Together with our partners from Family and Philanthropy Advisory Services and Family Office Solutions, dedicated specialists, holistic wealth planners and philanthropy experts, we help you design a strategic and sustainable plan that focuses specifically on wealth transition, family meeting engagement, governance and wealth education.

father son

From family business success to succession

Advanced Planning

reading

Sophisticated portfolio management

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 Profile Photo

    Robert Bertino

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AL
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • LA
    • MA
    • MI
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • 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, 2024
      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, 2023, 2024The 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
    rob.bertino@ubs.com
    Robert Bertino
    100 Crescent Court,Dallas,TX,75201
  • Cameron Headshot

    Cameron Lail

    Senior Wealth Strategy Associate

    Accredited Asset Management Specialist

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    • AL
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • LA
    • MA
    • MI
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • 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
      cameron.lail@ubs.com
      Cameron Lail
      100 Crescent Court,Dallas,TX,75201
    • Anna Vargas Profile Photo

      Ann Marie "Anna" Vargas

      Authorized Officer

      Investment Associate

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      • CA
      • CO
      • DE
      • FL
      • GA
      • LA
      • MI
      • MT
      • NC
      • NE
      • NH
      • NJ
      • NM
      • NY
      • OH
      • PA
      • SC
      • 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
          anna.vargas@ubs.com
          Ann Marie "Anna" Vargas
          100 Crescent Court,Dallas,TX,75201
        • Venita Yellapah Profile Photo

          Venita Yellapah

          Senior Client Associate

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          • CA
          • DE
          • FL
          • GA
          • ME
          • MI
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NY
          • PA
          • SC
          • 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
              venita.yellapah@ubs.com
              Venita Yellapah
              100 Crescent Court,Dallas,TX,75201
            • Christopher Palamara

              Director

              Portfolio Advisory Group Strategist

              Responsibilities
              Chris Palamara is a Strategist in the Portfolio Advisory Group for the Texas market. In this capacity, Chris is responsible for articulating and developing comprehensive, research-driven asset allocation and portfolio strategy advice to Financial Advisors and their ultra-high net worth clients. He conducts detailed portfolio review sessions with private clients to understand their wealth structure. His end goal is to develop customized strategic and tactical asset allocations implemented with the most suitable products UBS has to offer.

              Chris’s extensive expertise and deep understanding in investment and risk management provides a value-added perspective when creating an investment strategy aligned with a client's needs and goals. He leverages the global resources of the firm – from UBS's thinking on strategic and tactical allocation theories to a wide range of product strategies.

              Professional History
              Prior to joining UBS in 2022, Chris worked as a Senior Associate in the Investment Management Group at ALM First, an institutional asset management and consulting firm in Dallas, TX. While there, Chris was a Portfolio Manager, collaborating with clients and trade desks on designing bespoke investment portfolios and on portfolio implementation. Prior to that, he was a Portfolio Advisor with Merrill Lynch Wealth Management in McKinney, TX. Chris has been in the financial services industry since 2011.

              Education
              Chris received a Bachelor of Science in Economics with a minor in Finance from Texas Christian University.

              Licenses and Certifications
              Chris holds the Series 7 and Series 66 licenses. He is a CFA Charterholder and a Candidate Mentor in the Dallas-Fort Worth CFA Society. He is a member of the DFW CFA Society and Chartered Financial Analyst Institute.
            • Titus Song

              Executive Director

              Alternative Investments Consultant

              Titus Song is an Executive Director of Alternative Investments covering various markets in the Central and West Divisions for UBS Financial Services. His role is to oversee distribution of alternative investments (hedge funds, private equity and private real estate) by helping financial advisors and clients understand how these offerings function and their effect on investment portfolios.

              Professional History
              Titus joined UBS in 2007 working with the Structured Solutions group. In late 2008, Titus moved to the Alternative Investments group where he has covered a wide swath of the country helping clients and financial advisors understand alternative investments and how they can enhance portfolio efficiency and help clients reach their financial goals.

              In his 32-year career in financial services, Titus has worked at various large financial services firms and banks where he held roles in small and large cap equity trading, as well as in product management. Titus also served as the head of investments and product management at a large regional registered investment advisor prior to joining UBS.


              Education
              Titus earned a B.A. in Political Science with a concentration in Political Economy at Carleton College in Northfield MN. He also received an M.B.A. from the Carlson School of Business at the University of Minnesota.

              Licenses and Certifications
              Titus holds Series 7, 31 and 66 licenses.
            • Jennifer Lan

              Executive Director

              Senior Wealth Strategist

              Introduction
              Jennifer works with ultra-high net worth clients of UBS and their advisors on issues involving estate and tax planning, business succession, wealth transfer, and philanthropic objectives. Jennifer focuses on developing and helping clients implement creative and comprehensive strategies that align with their wishes. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s philosophy, needs, and objectives.

              Professional History
              Prior to joining UBS, Jennifer practiced law at Kroney Morse Lan, PLLC, Lan Smith Sosolik, PLLC, and Haynes and Boone, LLP. Her practice ranged from estate and trust planning, charitable planning, probate, asset protection, general business transactions, and tax controversy matters.

              Education
              Jennifer received a B.S. from Duke University and her J.D. from Southern Methodist University Dedman School of Law, where she was the Managing Editor of the Law and Business Review of the Americas for the SMU International Law Review Association.

              Affiliations
              Jennifer is very involved in the Dallas estate planning community including co-founding The Dallas Young Estate Planners Group. She is an active member of the Dallas Estate Planning Council, including serving on the Board of Governors from 2018-2020 and serving as the Chair of the Emerging Professionals Committee from 2017-2018. She was also a Board member of the Dallas Council of Charitable Gift Planners from 2019-2022, including serving as Treasurer during the last of those years. She serves on the advisory board for the Dallas Foundation and the Communities Foundation of Texas and was part of the steering committee and inaugural class of the Emerging Leaders in Philanthropy.
            • Leora Zach

              Leora Zach

              Executive Director

              Client Solutions Specialist, Family Office Solutions

              Professional History
              Leora is an Executive Director and Client Solutions Specialist in the Family Office Solutions team within Private Wealth Management. The Family Office Solutions (FOS) team holistically services $100m+ clients and family offices in partnership with Private Wealth Advisors. In her role, Leora is dedicated to providing clients with superior client service by leading complex, multi-product transactions and helping design custom offerings based on client needs.

              Prior to FOS, Leora was an Executive Director in the Direct Investments Group. She raised private capital for direct private equity and real estate investments across a range of industries, stages, structures and geographies. She covered 1,500+ family office and institutional wealth management relationships nationally. Before that, Leora was a part of the OneBank team and assisted UBS clients on a range of investment banking transactions including mergers and acquisitions, equity capital raising and debt capital raising. She also ran UBS' Middle Market Investment Banking Network, a partnership with 30 firms across the country to assist business owner clients in need of pre-sale planning and investment banking services.

              Leora joined UBS in 2009 as an Investment Banker in the Power & Utilities Group, advising companies on strategic M&A and capital raising transactions, both domestically and cross-border.

              Education
              Leora is a CFA Charterholder and is on the Young Leaders committee at the CFA Society of NY. She is also a Certified Exit Planning Advisor (CEPA). Leora holds a Bachelor of Science degree in Finance from the University of Connecticut Honors School. She holds her Series 7 and Series 63 licenses.

              Leora is married, with four sons, and resides in Holmdel, New Jersey.
            • Loren Andreo

              Executive Director

              Global Family Office Relationship Manager

              Andy is a GFO Advisor for the UBS Global Family Office (GFO) Group in the Americas. He focuses on creating customized coverage models and providing tailored solutions from across the firm to sophisticated Family Office clients.

              Andy recently joined the GFO team after 13 years at Goldman Sachs where he was most recently a senior member of the MAPS (multi asset sales) team in the Securities Division. Andy led the team's Family Office effort and also covered a number of other institutional investors across the capital structure. In addition, Andy also lead the team's effort to more holistically connect families and other institutional investors across the firm for late stage privates, private fund placements, and financing activities. Prior to joining the MAPS team, Andy was a Vice President on the Global Sales desk where he covered Hedge Funds, Mutual Funds, and Pension Funds across global equity markets.

              Andy began his career at GS as an international equities sales person on the bank's Global Institutional desk.

              Andy attended Union College where he earned a BA in Economics and an MBA. Andy lives in New Jersey with his wife and two children.
            • Donato Giuseppi

              Executive Director

              Head of Direct Investments Group (DIG), Americas

              Since 2014, Don has led the efforts of bringing unique capital market investment opportunities to our eligible Ultra High Net Worth and Family Office clients, with particular focus on direct equity and real estate private placements. Don works closely with our partners in the Investment Bank to better connect our Wealth Management clients with relevant opportunities.

              Prior to that, Don was the Chief Operating Officer for investment banking in the Americas for four years, where he worked very closely with senior management on planning, monitoring and executing all strategic initiatives, business operations and risk control oversight.

              Having spent his whole career at UBS, Don joined in 2002 as an investment banker in the Financial Institutions Group, focusing primarily on advising leading Financial Markets & Technology companies on strategic M&A and capital raising transactions, both domestically and cross-border.

              Don holds a Bachelor of Science degree from Boston College with a triple major in Finance, Economics and Theology. Don is a member of the Board of Trustees of the San Miguel Academy of Newburgh, a tuition free middle school for underprivileged boys. Don is married, with three children, and resides in Pelham, NY.

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            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

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            UBS is a leading and truly global wealth manager

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