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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Vice President–Wealth Management
Michael Rosenbach caters to not only the evolving needs of individuals, families, and institutions but also the evolving products and strategies that accompany them. At UBS, Michael focuses specifically on providing Ultra High Net Worth families the most modern solutions with the ultimate goal of simplifying unnecessarily complex lives. His areas of focus include corporate and individual advisory services, goals-based wealth strategy, asset and liability management, and investment research and modeling. A creative thinker, he enjoys helping clients capitalize on opportunities and streamline their wealth so that they can dedicate more time to the people and pursuits they most value.
Experience
- Vice President, UBS Wealth Management
- Portfolio Manager, UBS Wealth Management
- Assistant Vice President, Bank of America Merrill Lynch
Education and Credentials
- Bachelor’s degree in Economics and Finance at Brandeis University
- Certified Divorce Financial Analyst, CDFA
- Series 7, 66, and 2-15 licenses
- Berkeley Preparatory School in Tampa, Florida
Life
- Board of Trustees for the Congregation Schaarai Zedek
- Alumni Executive Board for Berkeley Preparatory School
- Coaches Track and Cross Country at Berkeley Preparatory School
- Active member at Palma Ceia Golf and Country Club
Vice President–Wealth Management
Michael Rosenbach caters to not only the evolving needs of individuals, families, and institutions but also the evolving products and strategies that accompany them. At UBS, Michael focuses specifically on providing Ultra High Net Worth families the most modern solutions with the ultimate goal of simplifying unnecessarily complex lives. His areas of focus include corporate and individual advisory services, goals-based wealth strategy, asset and liability management, and investment research and modeling. A creative thinker, he enjoys helping clients capitalize on opportunities and streamline their wealth so that they can dedicate more time to the people and pursuits they most value.
Experience
- Vice President, UBS Wealth Management
- Portfolio Manager, UBS Wealth Management
- Assistant Vice President, Bank of America Merrill Lynch
Education and Credentials
- Bachelor’s degree in Economics and Finance at Brandeis University
- Certified Divorce Financial Analyst, CDFA
- Series 7, 66, and 2-15 licenses
- Berkeley Preparatory School in Tampa, Florida
Life
- Board of Trustees for the Congregation Schaarai Zedek
- Alumni Executive Board for Berkeley Preparatory School
- Coaches Track and Cross Country at Berkeley Preparatory School
- Active member at Palma Ceia Golf and Country Club
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
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
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
