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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
Financial Advisor
Bob has been involved in the financial markets and the Boston financial community for over twenty-five years where he has covered some of the largest money managers in New England from a research sales perspective at various banks including CIBC World Markets and Wells Fargo Securities. Bob joined UBS in the Investment Bank in 2011 where he rose to be co-head of Boston securities and led the global advisory effort in the region. In 2017 Bob joined the Private Wealth division where he advises high net worth families on customized wealth solutions. Private Wealth has always been a passion of Bob's as he has advised in various estate and trust matters for his family for several years. Outside of UBS, Bob is a Trustee of the Dexter Southfield School, a private day school, in Brookline where he is co-chair of the Development Committee and the Dexter Southfield Fund. He also is a former Trustee of Beacon Hill Nursery School. Bob is a graduate of Bucknell University with a Bachelor of Arts in Economics.
Education
Financial Advisor
Bob has been involved in the financial markets and the Boston financial community for over twenty-five years where he has covered some of the largest money managers in New England from a research sales perspective at various banks including CIBC World Markets and Wells Fargo Securities. Bob joined UBS in the Investment Bank in 2011 where he rose to be co-head of Boston securities and led the global advisory effort in the region. In 2017 Bob joined the Private Wealth division where he advises high net worth families on customized wealth solutions. Private Wealth has always been a passion of Bob's as he has advised in various estate and trust matters for his family for several years. Outside of UBS, Bob is a Trustee of the Dexter Southfield School, a private day school, in Brookline where he is co-chair of the Development Committee and the Dexter Southfield Fund. He also is a former Trustee of Beacon Hill Nursery School. Bob is a graduate of Bucknell University with a Bachelor of Arts in Economics.
Education
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
