Your benefits plan

• CA
• DE
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• TX

Robert has more than 7 years of experience working with institutions. Prior to joining his partner, Jon, in Houston, he was part of UBS Institutional Consulting Group program management in Weehawken, New Jersey where he worked with 135 Institutional Consultants with over $45 billion in assets under management.  

As a Senior Retirement Plan Consultant, he serves a variety of cities, unions, non-profits, corporations, hospitals and insurance companies.  Robert graduated from Baruch College in New York City with a Masters in Finance, and later earned the designation of Chartered Retirement Plan Specialist (CRPS®). Through the Center for Fiduciary Studies at the Katz Graduate School of Business, University of Pittsburgh, Robert achieved the Accredited Investment Fiduciary (AIF®) designation.

Robert serves as a lead consultant on the team and attends Investment Committee meetings and quarterly performance reviews.  Robert works with clients to develop and implement participant education strategies, conduct fee and benchmarking reviews and provides plan merger and Voluntary Correction Program assistance.

• NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.
• PLANADVISER Top Retirement Plan Advisers, 2021, 2022, 2023The PLANADVISOR rating is awarded in Q1 based on information from Q1 of the award year.

• Baruch College, Masters in Finance

• Chartered Retirement Plans Specialist℠
• Retirement Plan Consultant

• AL
• AR
• CA
• CO
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• LA
• ME
• MI
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• OK
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• TX
• WA

Brenda Paulson joined UBS and the team in 2009 after spending ten years working with Public Pension Funds at Oppenheimer Group, and more than a decade in the bond business. She is the Team Associate and handles the administration duties and day to day operations for the Team.   

She holds Series 7 and Series 63 licenses from the Financial Industry Regulatory Authority.

• NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.

• TX

Improving the world around him is a core value for Josh, and he takes pride in helping people strive for a brighter financial future in his role as a Senior Wealth Strategy Associate. Josh specializes in retirement planning and financial wellness, with a focus on creating investor education programs that inspire participants to save for retirement. Josh places a premium on his work in analysis and reporting, making sure that information is clear and easily accessible for committee members to make informed decisions that result in high-quality retirement plans for the employees they serve.

Josh ended his baseball career at Panola College before transferring to The University of Texas at Austin and earning his bachelor’s degree in economics. He brings the team mindset from his years on the baseball diamond to his work at UBS, focusing on developing trust and strong collaborative relationships. He is also a Chartered Retirement Plans Specialist™, in addition to holding his Series 7 and Series 66 licenses from FINRA and General Lines Agent license from the Texas Department of Insurance.

• NAPA Top DC Advisor Teams, 2022The NAPA rating is awarded annually in March based on information from December of the prior year.

• Chartered Retirement Plans Specialist℠