Global access. Strategic solutions.

Private Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. Our dedicated team is committed to helping you organize your finances around your short-term needs, your longer-term goals, and all you envision for future generations. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Container ship

Maximize your potential wealth

Three generations in apple orchard

Turn possibilities into a plan

Business Owner in entryway

Advice for business owners & entrepreneurs

UBS Keys side of building

Workplace Wealth Solutions

Helping women take charge

Building multicultural wealth, together

Case studies

Launch. Grow. Exit your business.

We understand that when it comes to the business you have personally built, you're going to be invested at every level. From launching to growing to ultimately exiting your company our team can help you make smarter decisions each step of the way. 

Launch. Grow. Exit your business.

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Finalize your trust and estate strategies 
  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker to help create competitive tension among prospective buyers and meet potential acquirers, review offers and negotiate the sale
  • As needed, prepare employees and managers for the transition
  • Think about what’s next for you and your future, after the sale
Learn more

  • Refine your trust and estate strategies with your tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

Learn more

  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Robert Dunn Profile Photo

    Robert Dunn

    Senior Vice President–Wealth Management

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Robert specializes in developing and implementing comprehensive, customized wealth management solutions for ultra-high-net-worth individuals and families and charitable foundations. Tailoring his advice to each unique client’s goals, Robert works collaboratively within UBS Private Wealth Management to deliver the full resources of the global investment bank, including expertise in investment management, portfolio construction, alternative investments, trusts and estates, lending, and philanthropy.

    Managing both equity and fixed income portfolios, Robert has been a pioneer in employing quantitative simulations to formulate strategic asset allocation recommendations and investment plans. Drawing upon his extensive experience with derivatives, including hedging of concentrated stock positions, he looks to modify the risk/return characteristics of equity portfolios.

    Robert has 38 years of experience as a corporate attorney and investment banker. He graduated from the University of Pennsylvania with a B.A. in Political Science, magna cum laude. He earned his J.D. from Boston University School of Law, where he concentrated on securities and corporate law. During his legal career, Robert specialized in mergers and acquisitions at Fried, Frank, Harris, Shriver & Jacobson, Willkie, Farr & Gallagher, and IBM Corporation. In 1995, Robert matriculated at The Wharton School of the University of Pennsylvania, majoring in Finance, and graduating in 1997 with an M.B.A. Robert began his career in Private Wealth Management at Morgan Stanley in 1996 and joined UBS PWM in 2008.

    Robert has been named multiple times to Barron’s prestigious listings of top investment advisers, including its “Top 100 Financial Advisers” and “Top 1000 Financial Advisers.”

    Robert lives in Saint James, New York, with his wife, Marla and two children, Kyra and Cameron. Kyra is a member of his UBS PWM team. His hobbies include skiing, golf, international travel, and attending Cameron’s baseball games.

    • Barron's Top 1,000 Financial Advisors, 2011The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

    • University of Pennsylvania, B.A. Political Science
    • Boston University School of Law, J.D.
    • The Wharton School at the University of Pennsylvania, M.B.A. Finance
    • Senior Portfolio Manager
    299 Park Avenue
    26th Floor
    New York, NY 10171
    robert.dunn@ubs.com,tom.dunn@ubs.com
    Robert Dunn
    299 Park Avenue,New York,NY,10171
  • Thomas Dunn Profile Photo

    Thomas Charles Dunn

    Senior Wealth Strategy Associate

    • image
    • image
    • image
    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Thomas joined Dunn Wealth Management Partners as a Senior Advisor in 2017 after a rewarding career in the entertainment business as a screenwriter and producer. He discovered that even the most successful people had a tremendous need for comprehensive financial planning and saw an opportunity to add significant value.

    He now divides his time between helping the team cultivate new relationships and deepening its understanding of each client’s unique financial needs to personalize investment portfolio solutions. Based in UBS’s Los Angeles office, Thomas develops customized wealth management strategies for clients and their families to meet their objectives in financial and legacy planning, as well as intergenerational wealth transfer. He also helps entrepreneurs at each stage of the business life cycle from launch, through growth, and ultimately, to strategic company exits.

    Thomas graduated with a B.A. from U.C.L.A. In his free time, he maintains strong ties to the entertainment industry and is an avid traveler with his wife and daughter, having visited more than 70 countries.

      • U.C.L.A., B.A.
        1999 Avenue of the Stars
        36th Floor
        Los Angeles, CA 90067
        tom.dunn@ubs.com
        Thomas Charles Dunn
        1999 Avenue of the Stars,Los Angeles,CA,90067
      • Robert McBride Profile Photo

        Robert McBride

        Senior Wealth Strategy Associate

        • image
        • image
        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WY

        Robert joined Dunn Wealth Management Partners from within UBS Private Wealth Management in 2019. With over thirteen years of experience servicing ultra-high-new worth families, Robert brings his broad knowledge and experience in reporting, trading, products, financial planning and client service to the team. 

        Within the Dunn Wealth Management Partners, Robert focuses on reporting, client allocations and general client requests. He assists in trading operations as well as product and manager research and due diligence.

        Series 7 and 66 licensed, Robert graduated from Georgetown University with a Bachelor's of Science in Business Administration. An avid golfer, Robert resides in Darien, CT with his wife Jennifer and their three children Charlotte, Thomas and Henry.

          • Georgetown University, B.S. Business Administration
            1285 Avenue Of The Americas
            New York, NY 10019
            robert.l.mcbride@ubs.com
            Robert McBride
            1285 Avenue Of The Americas,New York,NY,10019
          • kyra dunn

            Kyra Dunn

            Client Associate

            • image
            • image
            • image

              After interning with UBS Private Wealth Management for two summers, Kyra joined UBS full-time in 2021 in the Wealth Advice Center where she focused on assisting clients with portfolio construction, disbursements, opening new accounts, and related operational issues. Kyra returned to Private Wealth Management in 2022 where she focuses on marketing, onboarding new clients, and logistical support.

              Kyra graduated from Marist College in 2021, earning a Bachelor of Science in Business cum laude.

                    1285 Avenue Of The Americas
                    New York, NY 10019
                    kyra.dunn@ubs.com
                    Kyra Dunn
                    1285 Avenue Of The Americas,New York,NY,10019

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.9+ trn

                  UBS Group invested assets
                  As of 06/30/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

                  Insights