Senior Vice President–Wealth Management
Education
Senior Vice President–Wealth Management
Roberto began his career in 1987, during one of the equity market’s most tumultuous months on record. Over the past 37 years, he has helped clients manage their wealth through both prosperous and challenging times.
After working at Smith Barney for 16 years, he joined UBS in 2003. At UBS, Roberto applied his extensive experience to implement sophisticated wealth management strategies tailored to enhance the portfolios of clients according to their risk profiles.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Vice President–Wealth Management
Chartered Financial Analyst®
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Authorized Officer
Senior Wealth Strategy Associate
Client Associate