Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Senior Vice President–Wealth Management
Financial Advisor
Since 1995, it has been my mission to provide affluent investors and their families highly customized investment advice and services. Since becoming a Certified Financial Planner (CFP®) in 2001, my goal has been to incorporate all known pertinent variables into an investment program intended to meet the personalized goals of my clients. I've had the good fortune of being guided by senior leaders at firms like Gibraltar Securities,Tucker Anthony, RBC, Merrill Lynch, and now UBS Financial Services, Inc. As the Rosenblum Group, a UBS team together with my father Steve Rosenblum, we offer over 60 years of financial markets experience to our clients.
Whether you need to invest for retirement, education, income or growth; or review the retirement plan for your business, charitable giving, strategic borrowing and more, I am well positioned to help you on the path towards achieving your financial goals.
I am a Livingston, NJ resident since 2000. My wife Susan and I have 3 beautiful daughters, and our dog Rookie. In our community, I am a longtime youth softball coach and participant in Cycle for Survival, an annual event to raise funds for pediatric and other rare cancers.
Professional Experience
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Since 1995, it has been my mission to provide affluent investors and their families highly customized investment advice and services. Since becoming a Certified Financial Planner (CFP®) in 2001, my goal has been to incorporate all known pertinent variables into an investment program intended to meet the personalized goals of my clients. I've had the good fortune of being guided by senior leaders at firms like Gibraltar Securities,Tucker Anthony, RBC, Merrill Lynch, and now UBS Financial Services, Inc. As the Rosenblum Group, a UBS team together with my father Steve Rosenblum, we offer over 60 years of financial markets experience to our clients.
Whether you need to invest for retirement, education, income or growth; or review the retirement plan for your business, charitable giving, strategic borrowing and more, I am well positioned to help you on the path towards achieving your financial goals.
I am a Livingston, NJ resident since 2000. My wife Susan and I have 3 beautiful daughters, and our dog Rookie. In our community, I am a longtime youth softball coach and participant in Cycle for Survival, an annual event to raise funds for pediatric and other rare cancers.
Professional Experience
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
