$3.9 trillion
In invested assets globally
As of 12/31/2022
Private Wealth Management
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Robert has 24 years of experience as a corporate attorney and investment banker. After graduating from the University of Pennsylvania with a B.A. in political science, Robert attended Boston University School of Law, where he concentrated on securities and corporate law and earned his J.D. in 1986. In 1995, Robert matriculated to The Wharton School at the University of Pennsylvania, graduating in 1997 earning his M.B.A. with a major in finance. After working at in Private Wealth Management at Morgan Stanley & Co. from 1996, Robert joined UBS in 2008.
Thomas joined Dunn Wealth Management Partners after a successful career in the entertainment business as a writer and creative producer. He discovered many of the most successful people had a tremendous need for a comprehensive financial planning process 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, insurance, intergenerational wealth transfer and charitable giving. 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, having visited more than 70 countries.
Robert joined the Dunn Wealth Management Partners from within UBS Private Wealth Management. With over eight 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 New York City with his wife Jennifer and their daughter Charlotte and son Thomas.
Robert has 24 years of experience as a corporate attorney and investment banker. After graduating from the University of Pennsylvania with a B.A. in political science, Robert attended Boston University School of Law, where he concentrated on securities and corporate law and earned his J.D. in 1986. In 1995, Robert matriculated to The Wharton School at the University of Pennsylvania, graduating in 1997 earning his M.B.A. with a major in finance. After working at in Private Wealth Management at Morgan Stanley & Co. from 1996, Robert joined UBS in 2008.
Thomas joined Dunn Wealth Management Partners after a successful career in the entertainment business as a writer and creative producer. He discovered many of the most successful people had a tremendous need for a comprehensive financial planning process 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, insurance, intergenerational wealth transfer and charitable giving. 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, having visited more than 70 countries.
Robert joined the Dunn Wealth Management Partners from within UBS Private Wealth Management. With over eight 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 New York City with his wife Jennifer and their daughter Charlotte and son Thomas.
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
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
What’s really important to you—today and for the long term? Our approach starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Whether you are new to philanthropy or a veteran philanthropist, committed to community causes or initiatives worldwide, your wealth can be a powerful catalyst for positive change. As Private Wealth Advisors, we’re committed to helping you and your families develop a charitable giving program that reflects your vision and your values.
As a highly successful executive, you’ve achieved a certain level of professional accomplishment, and obtaining the right personal wealth management advice becomes an even greater priority. Our team can simplify the complexity of your financial world, identify an appropriate strategy, and ultimately help you enhance and preserve your success, today and for many years to come.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
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