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.

Globe

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
  • WI

Education

  • 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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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$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

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