Institutions and foundations

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IN
• KS
• LA
• MD
• MI
• MO
• MS
• NC
• NE
• NY
• OH
• OK
• PA
• TN
• TX
• UT
• WI

Rob has been in the investment business for over thirty three years and is a Managing Director with UBS and a Senior Institutional Consultant. He graduated cum laude from Georgetown University. Rob received his Certified Investment Management Analyst certification, taught at the Wharton School of Business, in 1988. Rob serves as Co-Chair of UBS’ Institutional Consulting Advisory Committee, and has been a UBS Chairman's Club member for 19 consecutive years.

• Barron's Top 1,000 Financial Advisors, 2010, 2012, 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
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

• Georgetown University, Cum Laude

• Senior Institutional Consultant, UBS Institutional Consulting Program

• AL
• CA
• CO
• CT
• FL
• GA
• LA
• MO
• MS
• NY
• TN
• TX
• UT

Hal Tabb has been an investment representative for over twenty six years and a First Vice President of Investments and Senior Institutional Consultant with the UBS Institutional Consulting Group in New Orleans. Hal has a Masters of Business Administration from the AB Freeman Graduate School of Business and a Bachelors of Science degree from Tulane University. He earned his CIMA designation in 2003 from the Wharton School of Business at the University of Pennsylvania. Prior to becoming an advisor, Mr. Tabb was an owner/managing partner in a multi-million dollar business with offices throughout the Southeast. Mr. Tabb sold his interest in 1991.

• Barron's Top 100 Institutional Consultants, 2021The Barron's rating is awarded annually in April and is based on information from the prior year Q4. 

• AB Freeman Graduate School of Business, Masters of Business Administration
• Tulane University, Bachelors of Science

• Senior Institutional Consultant, UBS Institutional Consulting Program
• Certified Investment Management Analyst®

• CA
• FL
• LA
• MS
• TX

Robin has over twenty years experience in investment consulting services and holds a Masters of Business Administration with a concentration in Finance from the University of New Orleans. She received a Bachelors of Applied Science from Loyola University and is both Series 7 and 66 licensed. She has been with the consulting team in New Orleans since 1997 and is responsible for asset allocation analysis, manager search and selection and consulting services to clients.

• University of New Orleans, Masters of Business Administration with a concentration in Finance
• Loyola University, Bachelors of Applied Science

• LA
• TX

Christine joined the UBS Institutional Consulting Team in New Orleans in 2010 and has over 24 years of client service and project management experience. Prior to joining the team, Christine was responsible for project management and client satisfaction for client 401k plans with assets in excess of $25 million dollars. She graduated from DePaul University in Chicago, IL, cum laude, with a degree in Finance (1992). Christine is Series 7 and 66 licensed and is responsible for the analysis of client performance and the preparation of performance reports.

• DePaul University, cum laude, Finance

• AZ
• CA
• CO
• CT
• DE
• FL
• GA
• HI
• IL
• LA
• MA
• MD
• MI
• MO
• MS
• NC
• NE
• NJ
• NY
• OH
• OK
• PA
• TN
• TX
• UT
• VA
• WA
• WY

Sharon has been with the UBS Institutional Consulting Team in New Orleans since 2005 and has over 35 years investment and client service experience. Prior to joining our team, Sharon was with Legg Mason. She is Series 7, 63 and 66 licensed. She assists our institutional clients with billing, statements, allocation adjustments and general inquiries.