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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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
