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51 countries
Our global footprint
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Experience to guide you forward
Karen Robbins is co-founder of the Newtown Wealth Management Group. Together with her business partner Kevin Young, Karen leads a 7-person team and works with over 350 multi-generational families representing over $1.2B in assets. Over her 30-year career, Karen has been a thought leader and an early pioneer in holistic wealth management and financial planning.
She and her team manage all aspects of their clients’ financial lives beyond asset management and financial planning, including retirement and estate planning, healthcare analysis, philanthropic endeavors and legacy establishment and have seen a greater need for integrated support for banking, account security and technology help. Karen empowers her clients to have an active role in their financial well-being and her true dedication to wealth management drives everything she does for them.
Karen has been recognized as a Top Woman Advisor by Working Mother (2017-2021), a Forbes Best in State Advisor (2018-2024), a Forbes Best in State Top Women Wealth Advisor (2020-2025) and a Forbes Best in State Wealth Management Team (2023 -2025). She is a frequent guest on Bloomberg TV, Bloomberg Radio and CNBC.
Making a difference
Karen is serving her second term on the highly selective UBS Financial Advisor Advisory Council, a professional highlight and honor after previously working on the Council from 2018 - 2021.
She also serves as Board President for the Women’s Animal Center, the nation’s first animal shelter and women-run for 150 years.
Personal
Karen lives in Bucks County, PA with her husband Michael and their son Harrison who just finished his first year at Syracuse University.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director–Wealth Management
Experience to guide you forward
Karen Robbins is co-founder of the Newtown Wealth Management Group. Together with her business partner Kevin Young, Karen leads a 7-person team and works with over 350 multi-generational families representing over $1.2B in assets. Over her 30-year career, Karen has been a thought leader and an early pioneer in holistic wealth management and financial planning.
She and her team manage all aspects of their clients’ financial lives beyond asset management and financial planning, including retirement and estate planning, healthcare analysis, philanthropic endeavors and legacy establishment and have seen a greater need for integrated support for banking, account security and technology help. Karen empowers her clients to have an active role in their financial well-being and her true dedication to wealth management drives everything she does for them.
Karen has been recognized as a Top Woman Advisor by Working Mother (2017-2021), a Forbes Best in State Advisor (2018-2024), a Forbes Best in State Top Women Wealth Advisor (2020-2025) and a Forbes Best in State Wealth Management Team (2023 -2025). She is a frequent guest on Bloomberg TV, Bloomberg Radio and CNBC.
Making a difference
Karen is serving her second term on the highly selective UBS Financial Advisor Advisory Council, a professional highlight and honor after previously working on the Council from 2018 - 2021.
She also serves as Board President for the Women’s Animal Center, the nation’s first animal shelter and women-run for 150 years.
Personal
Karen lives in Bucks County, PA with her husband Michael and their son Harrison who just finished his first year at Syracuse University.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
More than 160 years
offering financial advice
