Insight-based advice

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Four people meeting in glass office

Robert E. Lane, CPWA

Executive Director

California Insurance License O133340

I began my advisory career in 1986 when I joined E.F.Hutton and Company, which later became Smith Barney. My formative years as a financial advisor were spent in some of the markets most tumultuous times, as the market corrections of 1987, 1990, and 1994 impressed upon me the importance of capital preservation. I joined UBS in 2008, attracted by the firm's outstanding reputation in Wealth Management, and financial stability. My years as a branch manager have given me unique insight into the needs of sophisticated investors, and the value of a fully engaged partner as a financial counselor.

My focus is on how meaningful conversations about your personal and financial goals, when combined with a rigorous planning process, can improve financial outcomes for you and your family. My experience, combined with the powerful resources of my firm, enables us to become valuable financial partners to you and your family, and experienced advisors for future generations.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • IL
  • MA
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX


  • Bachelor of Arts-Economics, English Literature, University at Albany


  • Certified Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Legacy planning
Custom portfolios
Asset allocation
Executive compensation
Hedge Fund managers
Corporate executives
8 Southwoods Blvd
Suite 207
Albany, NY 12211
  • (518) 445-1615

Email Me

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UBS and Credit Suisse—stronger than ever



Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager


For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020