Managing Director–Wealth Management
Financial Advisor
Rob Pizzella is a Managing Director and Financial Advisor based in Greenwich, CT who works with individuals, family offices, C- suite executives, private business owners, non-profits, endowments, and foundations.
Rob works in concert with a team of UBS specialists to act as a strategic advisor to clients that always begins with a tax efficient financial plan. The plan is followed by a prudent and dynamic investment allocation with diligent consideration of risk management assessments. Leveraging the extensive resources of UBS, guides clients on both sides of their balance sheet with customized credit, mortgage lending, concentrated positions, estate planning and wealth transfer.
Rob has over 30 years of both Private Bank Advisory and Institutional Capital Markets experience working directly with clients. In addition, he also has held market executive leadership roles for investment management teams at Bank of America, Merrill Lynch and most recently as a Senior Private banker and Managing Director at J.P. Morgan Private Bank. His “student of the market” mindset provides his clients the most up to date perspectives on trending themes, favored sectors and geopolitical issues effecting portfolio construction.
Rob earned his undergraduate Bachelor of Science degree from Fairfield University and an MBA from Fordham University, majoring in finance. In addition, he holds a certificate of studies in strategy and innovation from the Massachusetts Institute of Technology, Sloan School.
Rob is active in the local community and is currently serving on the Northeast Greenwich Association Board. He has been a presenter at the Greenwich Boys and Girls club on financial literacy, as well as a former trustee of the Westport Country Playhouse. He resides in Greenwich with his wife Marna and their three children, Madigan, Lauren, Jacklyn and their two dogs Ryely and Goose! In his leisure time, Rob enjoys golf, history and traveling.
Credentials
Managing Director–Wealth Management
Financial Advisor
Rob Pizzella is a Managing Director and Financial Advisor based in Greenwich, CT who works with individuals, family offices, C- suite executives, private business owners, non-profits, endowments, and foundations.
Rob works in concert with a team of UBS specialists to act as a strategic advisor to clients that always begins with a tax efficient financial plan. The plan is followed by a prudent and dynamic investment allocation with diligent consideration of risk management assessments. Leveraging the extensive resources of UBS, guides clients on both sides of their balance sheet with customized credit, mortgage lending, concentrated positions, estate planning and wealth transfer.
Rob has over 30 years of both Private Bank Advisory and Institutional Capital Markets experience working directly with clients. In addition, he also has held market executive leadership roles for investment management teams at Bank of America, Merrill Lynch and most recently as a Senior Private banker and Managing Director at J.P. Morgan Private Bank. His “student of the market” mindset provides his clients the most up to date perspectives on trending themes, favored sectors and geopolitical issues effecting portfolio construction.
Rob earned his undergraduate Bachelor of Science degree from Fairfield University and an MBA from Fordham University, majoring in finance. In addition, he holds a certificate of studies in strategy and innovation from the Massachusetts Institute of Technology, Sloan School.
Rob is active in the local community and is currently serving on the Northeast Greenwich Association Board. He has been a presenter at the Greenwich Boys and Girls club on financial literacy, as well as a former trustee of the Westport Country Playhouse. He resides in Greenwich with his wife Marna and their three children, Madigan, Lauren, Jacklyn and their two dogs Ryely and Goose! In his leisure time, Rob enjoys golf, history and traveling.
Credentials
Registered Client Associate
With over twenty years in the financial services industry, Viviana joined UBS in June 2023 as a Registered Client associate and takes pride in providing the ultimate client experience. Conscientious and thorough, whenever a client has a request, question or concern, she is dedicated to addressing their needs in a prompt and careful manner.
Outside of the office, Viviana enjoys spending quality time with her husband and three children. She volunteers regularly at her children’s school and can be found cheering from the soccer sidelines most weekends. In her free time she enjoys traveling, reading, and a good cup of coffee.
Registered Client Associate
With over twenty years in the financial services industry, Viviana joined UBS in June 2023 as a Registered Client associate and takes pride in providing the ultimate client experience. Conscientious and thorough, whenever a client has a request, question or concern, she is dedicated to addressing their needs in a prompt and careful manner.
Outside of the office, Viviana enjoys spending quality time with her husband and three children. She volunteers regularly at her children’s school and can be found cheering from the soccer sidelines most weekends. In her free time she enjoys traveling, reading, and a good cup of coffee.
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.
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.
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