Experience

With more than 20 years of experience in the investment industry, Robert and his team joined UBS Private Wealth Management in 2008 from Lehman Brothers. At Lehman, he was a Managing Director in the Private Investment Management and Institutional Capital Markets groups, both in New York and Boston. Prior to that, Robert was an Investment Banker with Dougherty Capitman & Company and The Chase Manhattan Bank, N.A., specializing in mergers and acquisitions. He is the senior investment professional on the team and provides clients with investment counsel and direct access to product specialists in New York. Robert holds a B.A. in economics and religious studies from Boston College.

Michael joined UBS Private Wealth Management in 2009 from Spencer Trask Ventures, a venture capital firm based in Greenwich, CT. Prior to that, he was an equity trader at Accipiter Capital Management, a hedge fund in New York City. Michael's day to day focus is working with our clients, developing planning and investment strategies to help them achieve their goals. Michael obtained a B.A. in economics and English from Franklin and Marshall College. He also holds Series 7 and 66 securities licenses.

Kristen joined UBS Private Wealth Management in 2014 from J.P. Morgan Private Bank, where she was an analyst on a team advising ultra-high net worth individuals and families. Kristen is a CERTIFIED FINANCIAL PLANNER™ and focuses on tailoring plans to fit clients’ long-term goals. She obtained a B.A. in mathematics and finance from Providence College, and holds Series 3, 7 and 63 licenses.

Katie joined UBS in 2021 from Rockefeller Capital Management. At Rockefeller, she was a Vice President responsible for the daily operations involving high net worth clients. Katie obtained a B.B.A. in risk management and insurance from the Terry College of Business at the University of Georgia. She holds her Series 7 and Series 66 licenses.