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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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