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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Harris Rosenheim is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional on The SGR Group, a wealth management team at UBS. He works with business owners, individuals, and multi‑generational families to create and implement comprehensive financial plans designed to address both current priorities and long‑term objectives.
Harris focuses on helping clients navigate financial complexity across all aspects of their lives. His work includes comprehensive financial planning, liquidity and cash‑flow management, risk and insurance planning, longevity planning, and legacy and philanthropic strategies. His work with business owners includes planning for retirement, business succession, and potential liquidity or exit events, as well as aligning personal and business financial decisions.
Harris began his career at UBS in 2015 as a Wealth Planning Associate, where he collaborated with advisors throughout New England to help design and implement financial plans involving complex strategies and solutions to address a broad range of client needs and objectives. Through this experience, he developed a strong foundation in comprehensive planning and is known for his attention to detail and high‑quality work.
Prior to joining UBS, Harris worked in academic fundraising and development. He holds a B.A. in Economics from Connecticut College, where he previously served as Vice President of the Alumni Association Board of Directors as well as a member of their Board of Trustees. He also serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, Massachusetts, and is a former Co‑Chair of the Development Committee at Temple Shir Tikva. In his free time, he enjoys playing tennis, golf, and squash, along with skiing and running. Harris currently lives in Boston’s Back Bay.
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.
Education
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Harris Rosenheim is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional on The SGR Group, a wealth management team at UBS. He works with business owners, individuals, and multi‑generational families to create and implement comprehensive financial plans designed to address both current priorities and long‑term objectives.
Harris focuses on helping clients navigate financial complexity across all aspects of their lives. His work includes comprehensive financial planning, liquidity and cash‑flow management, risk and insurance planning, longevity planning, and legacy and philanthropic strategies. His work with business owners includes planning for retirement, business succession, and potential liquidity or exit events, as well as aligning personal and business financial decisions.
Harris began his career at UBS in 2015 as a Wealth Planning Associate, where he collaborated with advisors throughout New England to help design and implement financial plans involving complex strategies and solutions to address a broad range of client needs and objectives. Through this experience, he developed a strong foundation in comprehensive planning and is known for his attention to detail and high‑quality work.
Prior to joining UBS, Harris worked in academic fundraising and development. He holds a B.A. in Economics from Connecticut College, where he previously served as Vice President of the Alumni Association Board of Directors as well as a member of their Board of Trustees. He also serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, Massachusetts, and is a former Co‑Chair of the Development Committee at Temple Shir Tikva. In his free time, he enjoys playing tennis, golf, and squash, along with skiing and running. Harris currently lives in Boston’s Back Bay.
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.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
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