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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Senior Vice President–Wealth Management
Robert has worked as a financial advisor for over 30 years; 26 years with Smith Barney and predecessor companies. Prior to financial services, Robert worked in the research department at the Federal Deposit Insurance Corporation (FDIC). Robert has extensive knowledge of the capital markets and his comprehensive, personalized planning strategy is key to addressing his client’s multigenerational financial goals.
He has distinguished himself amongst his peers by earning UBS’s Wealth Advisor designation. The UBS Wealth Advisor program has allowed him to expand his knowledge in holistic wealth management issues and concerns that better position him to serve his client’s in today’s marketplace.
Robert earned his B.S. from Northeastern University and is currently a member of the New York Stock Exchange Hearing Board. Robert resides in Manhattan with his wife, Ronnie. He enjoys spending time in the country, fine wine, growing world class tomatoes and playing golf.
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.
Education
Credentials
Senior Vice President–Wealth Management
Robert has worked as a financial advisor for over 30 years; 26 years with Smith Barney and predecessor companies. Prior to financial services, Robert worked in the research department at the Federal Deposit Insurance Corporation (FDIC). Robert has extensive knowledge of the capital markets and his comprehensive, personalized planning strategy is key to addressing his client’s multigenerational financial goals.
He has distinguished himself amongst his peers by earning UBS’s Wealth Advisor designation. The UBS Wealth Advisor program has allowed him to expand his knowledge in holistic wealth management issues and concerns that better position him to serve his client’s in today’s marketplace.
Robert earned his B.S. from Northeastern University and is currently a member of the New York Stock Exchange Hearing Board. Robert resides in Manhattan with his wife, Ronnie. He enjoys spending time in the country, fine wine, growing world class tomatoes and playing golf.
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.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
