Experience

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.

• 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.

• 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.

• B.A., The University of Texas at Austin
• Over 10 years of financial services experience working for various financial firms, including J.P. Morgan and Fidelity Investments
• Over 6 years with UBS Financial Services in both Dallas and New York
• Focuses on delivering strategic guidance and personalized service to high-net-worth individuals and families