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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
Robert is a Chartered Retirement Planning Counselor with over 20 years of experience in the financial services industry. Robert has completed several highly-specialized programs to increase his ability to bring the most current financial strategies to his client base. Additionally, he also has previous experience as a risk analyst for high-net worth clients. Robert earned his B.S. in Finance, and has completed the UBS Wealth Management education program. In addition, he has also completed in depth training to be named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager. By customizing investment plans for his clients, as well as utilizing a disciplined approach to managing risk, Robert is able to offer his clients a depth of resources to meet their financial goals. In his community, Robert is active in several organizations, including the Cranford Hockey Club, and Rahway River Trout Unlimited. In his free time, he enjoys playing hockey, golf, and fishing. Robert and wife Sandra, and their children reside in Cranford, NJ.
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
Senior Vice President–Wealth Management
Financial Advisor
Robert is a Chartered Retirement Planning Counselor with over 20 years of experience in the financial services industry. Robert has completed several highly-specialized programs to increase his ability to bring the most current financial strategies to his client base. Additionally, he also has previous experience as a risk analyst for high-net worth clients. Robert earned his B.S. in Finance, and has completed the UBS Wealth Management education program. In addition, he has also completed in depth training to be named to the UBS Portfolio Management Program (PMP), which allows UBS advisors to act as a discretionary investment manager. By customizing investment plans for his clients, as well as utilizing a disciplined approach to managing risk, Robert is able to offer his clients a depth of resources to meet their financial goals. In his community, Robert is active in several organizations, including the Cranford Hockey Club, and Rahway River Trout Unlimited. In his free time, he enjoys playing hockey, golf, and fishing. Robert and wife Sandra, and their children reside in Cranford, NJ.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
