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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Rob began his financial career as a Commodities Broker in 1979. To better service his clients, he began incorporating broader portfolio solutions as a Financial Advisor, becoming a Vice President in 1983 at E.F. Hutton and then a Senior Vice President in 1988 at Prudential Securities. He continued his practice at PaineWebber which was later acquired by UBS in 2000. He has also earned the UBS Wealth Advisor designation and is a member of the UBS President’s Council.
As the team’s senior member, Rob leads the team’s investment committee meetings, investment research and complex portfolio construction.
Rob and his wife, Andrea, are members of Tam O’Shanter Country Club and Temple Israel. Rob is a board member for the Michigan Jewish Sports Foundation benefitting the Karmanos Cancer Institute and a board member of Heart 2 Hart Detroit, a homeless support organization in Detroit. He and Andrea previously served as co-chairs of Henry Ford Health System’s "Derby In The D", which has raised more than $7 million for research on brain tumors, Parkinson’s, epilepsy and other neurological disorders. Rob and Andrea have four children and reside in Franklin. They enjoy golfing, bowling, swimming and traveling.
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
Rob began his financial career as a Commodities Broker in 1979. To better service his clients, he began incorporating broader portfolio solutions as a Financial Advisor, becoming a Vice President in 1983 at E.F. Hutton and then a Senior Vice President in 1988 at Prudential Securities. He continued his practice at PaineWebber which was later acquired by UBS in 2000. He has also earned the UBS Wealth Advisor designation and is a member of the UBS President’s Council.
As the team’s senior member, Rob leads the team’s investment committee meetings, investment research and complex portfolio construction.
Rob and his wife, Andrea, are members of Tam O’Shanter Country Club and Temple Israel. Rob is a board member for the Michigan Jewish Sports Foundation benefitting the Karmanos Cancer Institute and a board member of Heart 2 Hart Detroit, a homeless support organization in Detroit. He and Andrea previously served as co-chairs of Henry Ford Health System’s "Derby In The D", which has raised more than $7 million for research on brain tumors, Parkinson’s, epilepsy and other neurological disorders. Rob and Andrea have four children and reside in Franklin. They enjoy golfing, bowling, swimming and traveling.
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
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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