Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.


Robert Rossi, CFP, CIMA

Senior Vice President–Wealth Management

Robert has a B.S. in Engineering from Cornell University and an M.B.A. in Finance from The Leonard N. Stern School of Business at New York University. Prior to joining the financial services industry, Robert was an engineer and manager with Bobst Group, based in Lausanne, Switzerland. He is very active in the Cornell Alumni Community, in Hudson Partners in New York and is a mentor at The Bergen County Academies. He and his wife live on the Upper West Side of New York City.

Personal & Community

  • Hudson Partners
  • Mentor, Bergen County Academies
  • Member, UBS Financial Services Inc. Technology Advisory Council
Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • MA
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • VA
  • VT
  • WA
  • WI


  • M.B.A. Finance, NYU Stern School
  • B.S. Engineering, Cornell University
299 Park Avenue
New York, NY 10171
  • (212) 309-3396

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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51 countries

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