Experience

Makes all the difference

The wealth advisory team of Fortunoff Rossi Wealth Management brings a combined 40 years of experience in providing families and small businesses with investment services and planning, and managing transitions like retirement, sale of a small business or estate planning.

The team can also serve as the focal point for your trusted advisors, coordinating your needs with your CPA and Attorney.

The team emphasizes the value of active portfolio management, seeking to minimize risk and preserve capital. When appropriate to their plan, the team offers four discretionary portfolio management strategies for assets allocated to seek above-average growth with below-average volatility. More information on these strategies may be found in the team’s PMP Mission and Strategy fact sheet.

Fortunoff Rossi Wealth Management is committed to proactive client communications, simplifying complex financial challenges, and taking the time to explain the rationale of every recommendation or action it makes.

Debra Fortunoff Rossi

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.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • IA
  • IL
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • VA
  • VT
  • WI

Education

  • Queens College, B.A. in Consumer Affairs
299 Park Avenue
New York, NY 10171

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Robert Rossi

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.

Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • VA
  • VT
  • WI

Education

  • The Leonard N. Stern School of Business at New York University, M.B.A. in Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Wealth Advisor
299 Park Avenue
New York, NY 10171

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