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 serves as a Managing Director and Private Wealth Advisor at UBS Private Wealth Management. For almost 30 years, his sole focus has been advising a select group of high-net-worth clients in complex investment strategy and planning.
The guiding principle of our team is to provide boutique family office capabilities and exceptional customer service. We leverage the full strength of UBS’s global investment platform, research capabilities, and advanced planning techniques to deliver highly customized solutions to meet the unique needs of each client.
In 2024 and 2025, Robert was named a Forbes Best-In-State Wealth Advisor in California and was elected to the UBS Chairman’s Council. He lives in Mill Valley with his wife and their two children. He’s a former All-American Water Polo player and has been a passionate supporter of youth sports. He’s also an avid boater and vintage car enthusiast.
- Forbes Best-In-State Wealth Advisors, 2024, 2025: The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
- UBS Chairman’s Council, 2024, 2025: UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
Lets connect
Managing Director–Wealth Management
Financial Advisor
Robert serves as a Managing Director and Private Wealth Advisor at UBS Private Wealth Management. For almost 30 years, his sole focus has been advising a select group of high-net-worth clients in complex investment strategy and planning.
The guiding principle of our team is to provide boutique family office capabilities and exceptional customer service. We leverage the full strength of UBS’s global investment platform, research capabilities, and advanced planning techniques to deliver highly customized solutions to meet the unique needs of each client.
In 2024 and 2025, Robert was named a Forbes Best-In-State Wealth Advisor in California and was elected to the UBS Chairman’s Council. He lives in Mill Valley with his wife and their two children. He’s a former All-American Water Polo player and has been a passionate supporter of youth sports. He’s also an avid boater and vintage car enthusiast.
- Forbes Best-In-State Wealth Advisors, 2024, 2025: The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
- UBS Chairman’s Council, 2024, 2025: UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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.
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
What business owners need to know now to prepare for a successful sale
73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.
Email Me