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$7 trn
UBS Group invested assets
As of 12/31/2025
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
And this is your time to define success on your terms.
Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.
When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
