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
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • VA
  • VT
  • WA
  • WI

Education

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

Email Me

What did the Fed say?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights