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.
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 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.
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.
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