Account Vice President
Debra brings 30 years of experience as a Financial Advisor and also joined UBS from Morgan Stanley in July, 2006.
She holds Series 7, 31 and 63 securities licenses, and life and health insurance licenses.
Prior to becoming a Financial Advisor, Debra worked as a consumer advocate with the New York City Department of Consumer Affairs and lobbied New York State legislators for the New York Public Interest Research Group. Debra holds a B.A. in consumer affairs from Queens College.
Debra lives in the Upper West Side of New York City with her husband.
Education
Account Vice President
Debra brings 30 years of experience as a Financial Advisor and also joined UBS from Morgan Stanley in July, 2006.
She holds Series 7, 31 and 63 securities licenses, and life and health insurance licenses.
Prior to becoming a Financial Advisor, Debra worked as a consumer advocate with the New York City Department of Consumer Affairs and lobbied New York State legislators for the New York Public Interest Research Group. Debra holds a B.A. in consumer affairs from Queens College.
Debra lives in the Upper West Side of New York City with her husband.
Education
Senior Vice President–Wealth Management
Robert joined UBS from Morgan Stanley in July, 2006. He has earned the designations of Certified Financial Planner™ and Certified Investment Manager Analyst. He holds Series 7, 31 and 66 securities licenses and life and health insurance licenses. Robert has served on the UBS Technology Advisory Council, which advises firm management on the value and implementation of technology initiatives.
Prior to joining the financial services industry, Robert was an engineer and manager with Bobst Group, based in Lausanne, Switzerland.
Robert has a B.S. in engineering from Cornell University and an M.B.A. in finance from The Leonard N. Stern School of Business at New York University. He is very active in the Cornell Alumni community and is a mentor at The Bergen County Academies.
He and his wife live on the Upper West Side of New York City.
Education
Credentials
Senior Vice President–Wealth Management
Robert joined UBS from Morgan Stanley in July, 2006. He has earned the designations of Certified Financial Planner™ and Certified Investment Manager Analyst. He holds Series 7, 31 and 66 securities licenses and life and health insurance licenses. Robert has served on the UBS Technology Advisory Council, which advises firm management on the value and implementation of technology initiatives.
Prior to joining the financial services industry, Robert was an engineer and manager with Bobst Group, based in Lausanne, Switzerland.
Robert has a B.S. in engineering from Cornell University and an M.B.A. in finance from The Leonard N. Stern School of Business at New York University. He is very active in the Cornell Alumni community and is a mentor at The Bergen County Academies.
He and his wife live on the Upper West Side of New York City.
Education
Credentials
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.
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