Senior Vice President–Wealth Management
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.
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Education
Credentials
Senior Wealth Strategy Associate
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.
Education
Senior Wealth Strategy Associate
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.
Education