Opportunity. Worldwide.

Our global insight matters

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Oculus NYC

Bob Vasa

Director

With more than 17 years of experience in the financial services industry, Bob joined UBS in 2008. Bob is a director responsible for helping financial advisors to grow their business practices in the Chicago Tower Market. This encompasses transactional and investment linked products across all asset classes as well as hedging and trading through a wealth management approach. In addition, Bob sources partnering opportunities to leverage the firm's capabilities; which deliver institutional products to very sophisticated high-net-worth clients.

Bob has been with UBS for over 10 years and is the Assistant Market Head for the Chicago Tower. He has played a vital role in growing and retaining employee culture across the firm, transforming the Chicago Tower into a leading Market, by coaching his financial advisors, support staff and management team to serve their clients to the best of their abilities. His leadership is critical to sustaining long-term growth and retaining the industries best talent. Bob is well known for his networking and collaborative success by working across the firm to take full advantage of our capabilities, ensuring the worlds largest wealth manager continues to deliver the excellence our client expect. He is working to actively move decision making closer to the client for a successful delivery of WMA's new, more efficient operating model.

Bob is actively involved at the Ravinia Festival as an Executive Board member of the Ravinia Associates raising funds and increasing awareness for Chicago Public Schools music programs. Bob consistently receives the Global Community Award for his outstanding contributions to society in partnership with UBS Community Affairs and Corporate Social Responsibility Americas. As a globally recognized leader in volunteer efforts, Bob promotes the long-term intention of UBS, to be a responsible corporate citizen. Over the years his efforts have achieved demonstrable, recognized and sustained impact in their communities.

 

Registered States:
  • CA
  • CO
  • FL
  • IL
  • IN
  • MD
  • PA
  • TX
  • WI

  • Barron's Hall of Fame, 2019
    The Barron's rating is awarded annually in October and is based on Barron's ratings received over the prior 10 years.

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

Education

  • B.A. in Economics and Finance, The University of Illinois Urbana –Champaign
8020 Excelsior Drive
Madison, WI 53717
  • (312) 525-7508

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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