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$6 trn
UBS Group invested assets
As of 12/31/2024
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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
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
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