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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
