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International Space Station

Harris Rosenheim, CFP, AWMA

Financial Advisor

Harris joined UBS Financial Services in 2015, after a successful career within fundraising and development. As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor on The SGR Group, he works with each of his clients and helps them navigate his team's smart process to ensure that they are on a path to achieving their life's goals with confidence. Harris assists with every dimension of investment management and strategic financial planning with the ultimate goal of ensuring that they are properly prepared for their individual or family's financial future.

While working within UBS's second largest office in North America, Harris has created and implemented comprehensive financial plans for business owners and multi-generational families. Through this experience, he gained a deep understanding of client needs, their vast range of goals and objectives, and the complexity associated with addressing one's changing financial situation.

He focuses his time and attention on providing clients with a truly comprehensive and modern wealth management experience, leveraging the vast resources of UBS and his extended team. He strives for high-touch service by providing attention to detail, high quality and responsive customer service, and ongoing and timely communication. This and their dedication to knowing their clients are integral to their practice as they strive to become one of the premier wealth management teams in the marketplace.

Harris holds a B.A. in economics from Connecticut College where he currently serves as a member of the Alumni Board of Directors and previously served on their Board of Trustees. He also currently serves on the Board of Trustees and as President of the Alumni Association at The Fenn School in Concord, MA, and was the former Co-Chair of the Development Committee at Temple Shir Tikva. In his free time, he enjoys playing tennis, golf, squash, and skiing. Harris currently lives in Boston's Back Bay.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OR
  • PA
  • RI
  • TX
  • UT
  • VA
  • VT
  • WA


  • B.A. in Economics, Connecticut College


  • Accredited Wealth Management Advisor
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8024

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