Experience

Robert is a seasoned professional with 20 years of experience working with various institutions and private clients.

Prior to moving to Houston, he was a product manager for the UBS Institutional Consulting Group in Weehawken, New Jersey working with 135 Institutional Consultants who managed over $45 billion in assets under management.  At UBS, Robert has had  the opportunity to serve a diverse range of private clients, including corporate executives, unions, non-profits, corporations, hospitals, and insurance companies. He holds a Masters in Finance from Baruch College in New York City, and has earned the Certified Investment Management Analysis (CIMA®) designation from Wharton.

Before pursuing his investment career, Robert served in the US Army and enlisted during Operation Desert Storm. He is actively involved in local charities and presently serves on several boards, including Houston Compensation and Benefits, Global Equity Organization, Investment & Wealth Ethics Committee, and three large institutions defined contribution advisory boards. 

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.