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 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 being a fully engaged financial advisor.

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 and experienced financial advisors to you, your family, and future generations.

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

Education

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

Credentials

  • Certified Private Wealth Advisor

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

Estate planning strategies
Philanthropy
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

Professionals

Professionals

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Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

Global leader

UBS is a world-leading wealth manager

#1

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

Insights