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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
Senior Vice President–Wealth Management
Robert is a seasoned and committed wealth management professional with over 40 years of experience in the financial services industry. For the last 30 years Bob has focused on providing customized investment management solutions to wealthy individuals and their families.
Bob started his career with the Connecticut Bank and Trust Company where he was the Chief Investment Officer of the Private Bank when he left in 1990 to join the Chase Manhattan Bank. In 1997, Bob was named the Chief Investment Officer of Chase's Global Private Bank where he worked until 2002. Robert founded a wealth management team at Merrill Lynch in 2003 with the vision of delivering elite wealth management services to a select group of clients. After ten years the team moved to the Private Wealth Management division of UBS in 2013.
Bob has held the Chartered Financial Analyst® (CFA) designation since 1989. He is a graduate of the University of Connecticut with a degree in mathematics and he earned an MBA in finance from the University of Hartford. Bob serves on the board of the Broward Performing Arts Foundation in Ft Lauderdale. Originally from Connecticut, Bob and his family moved to Florida in 1990 and he and his wife, Cindy, currently reside in Parkland.
Education
Credentials
Senior Vice President–Wealth Management
Robert is a seasoned and committed wealth management professional with over 40 years of experience in the financial services industry. For the last 30 years Bob has focused on providing customized investment management solutions to wealthy individuals and their families.
Bob started his career with the Connecticut Bank and Trust Company where he was the Chief Investment Officer of the Private Bank when he left in 1990 to join the Chase Manhattan Bank. In 1997, Bob was named the Chief Investment Officer of Chase's Global Private Bank where he worked until 2002. Robert founded a wealth management team at Merrill Lynch in 2003 with the vision of delivering elite wealth management services to a select group of clients. After ten years the team moved to the Private Wealth Management division of UBS in 2013.
Bob has held the Chartered Financial Analyst® (CFA) designation since 1989. He is a graduate of the University of Connecticut with a degree in mathematics and he earned an MBA in finance from the University of Hartford. Bob serves on the board of the Broward Performing Arts Foundation in Ft Lauderdale. Originally from Connecticut, Bob and his family moved to Florida in 1990 and he and his wife, Cindy, currently reside in Parkland.
Education
Credentials
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
