Experience

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.

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.

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.

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.