$5+ trillion
In invested assets globally
As of 11/07/2023
For over 25 years, I’ve helped guide families through the complexities of their financial lives. Partnering with UBS Private Wealth Management allowed me to create a boutique family office within the largest wealth management firm in the world. Together with a dedicated team of specialists, we provide the expertise to help guide clients on topics such as complex lending, pre-transaction planning, concentrated stock/options (public and private), advanced estate and trust planning, philanthropy and more. We strive to be a single touchpoint for all your needs, including those that look beyond your portfolio. Through highly customized investment and lending solutions, we help clients navigate the issues of today while ensuring a legacy for tomorrow.
Managing Director–Wealth Management
Financial Advisor
Robert joined UBS Private Wealth Management as a Managing Director after spending 23 years at Bernstein Private Wealth Management where he was a Principal. His focus has always been advising high-net-worth clients in complex investment strategy and planning. Prior to that, he graduated from UCLA with a Bachelor of Arts in History in addition to specializing in Math/Science. Robert lives in Mill Valley with his wife, Steffanie, and their two teenage children. He’s a former All-American Water Polo player and has been a passionate supporter of youth sports over the past decade. He’s also an avid boater and vintage car enthusiast.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
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