Let's move forward. Together.

Since 2003, our team at UBS has worked with public government entities of all sizes. We have helped many public fund accounts find effective solutions during challenging times. We work closely with our clients and as their needs change, we've adapted our service and strategy to grow with them. Our years of experience navigating through diverse economic times, allows us to provide specific insights and timely solutions for your unique investment needs.

- No fees for custody (safekeeping)

- Open architecture-offers us access to products outside of UBS inventory

- Reporting that can help satisfy GASB 40 (Government Accounting Standards Board, statement No. 40)

- Online access to statements, confirms, balances and reporting

- Members of the Minnesota Government Finance Officers Association

- Serving public entities for over 35 years

Our partnership with you forms the basis of our work together. We make decisions with you-not for you. That means we require your input. We'll listen closely when you share your priorities and concerns. Our discussions will help us provide guidance to help you gain control; weigh your next steps and create a course of action you can depend on. To us, it all comes down to being your advocate-a partner who delivers advice that is relevant to your mission and your financial success so you can move forward with confidence.

Robert Harnett

Senior Vice President–Wealth Management

Financial Advisor

Bob has dedicated his 30 year career to advising institutional clients of varying size and nature. Bob has established himself and his team as a valuable resource to public entities, non-profits, and credit unions. In 2003, Bob along with partner Ned Sorley joined UBS to better address the unique needs of this marketplace.

Bob received his B.A. in Business Administration with a Concentration in Finance and  Marketing, from the College of St. Thomas.  For over 25 years, Bob has been an active Board Member of True Friends, formerly Camp Friendship and Camp Courage, a Non-profit dedicated to providing year round support to persons with physical and developmental disabilities.  Away from the office, Bob has actively coached his four children in hockey, football and baseball, and he currently resides in Golden Valley.

General Securities Representative Examination-Series 7, Uniform Securities Agent State Law Examination-Series 63, Uniform Investment Adviser Law Examination-Series 65

 

Registered States:
  • AZ
  • CA
  • IA
  • MN
  • ND
  • SC
  • WI

Education

  • College of St. Thomas, B.A. in Business Administration
681 East Lake Street
Wayzata, MN 55391

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Jack Samuels

Senior Wealth Strategy Associate

Registered States:
  • IA
  • MN
  • ND
  • WI

Education

  • University of Minnesota - Carlson School of Management, B.S. in Finance
681 East Lake Street
Wayzata, MN 55391

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Ned began his career at Paine Webber in 1985, before moving to Miller & Schroeder Financial in 1987, where he specialized in institutional fixed income.  Ned and Bob became partners in 2001 at Prudential Securities with a continued focus on Institution fixed income. In order to better serve their institutional client base their journey led them to UBS in 2003.

Ned is the current chairman of the Midwest North Chapter of VDD GNA, a nonprofit. He is the former president of the Minnesota Chapter of NAVHDA, also a nonprofit. He earned a BA in Business administration from University of Minnesota – Moorhead.

General Securities Representative Examination-Series 7, Uniform Securities Agent State Law Examination-Series 63, Uniform Investment Adviser Law Examination-Series 65

Education

  • University of Minnesota – Moorhead, BA in Business Administration