Let's move forward. Together.

Meeting in a office

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Robert Perlman

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • MA
    • MD
    • MT
    • NJ
    • NV
    • NY
    • PA
    • RI
    • SD
    • TN
    • TX
    • VA
    • WA
    • WY

    For almost 30 years, Robert has provided investment advice and customized financial planning for clients across the globe. Robert started his career in 1988 at Lehman Brothers. After twenty years in Private Banking at Lehman, Robert moved to Wealth Management at Credit Suisse. Through thoughtful conversations, Robert implements portfolio construction based on his clients' needs and goals. His advice has led clients and their families, to plan for the future. Currently at UBS, Robert and his team focus specifically on developing a comprehensive financial plan for their clients to help them pursue the goals that matter most in their life.

    Robert graduated from the University of Massachusetts Amherst. He has his series 7, 63 & 65 licenses. Robert is married to his wife Serena; they have three boys and reside in Greenwich, Connecticut.

     

    • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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.

    • University of Massachusetts Amherst
      1285 Avenue Of The Americas
      New York, NY 10019
      robert.perlman@ubs.com
      Robert Perlman
      1285 Avenue Of The Americas,New York,NY,10019
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      Chad Torelli

      Wealth Strategy Associate

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      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • MA
      • MD
      • MI
      • NC
      • NH
      • NJ
      • NV
      • NY
      • OH
      • OR
      • PA
      • TX
      • VA
      • VT
      • WA

      Chad graduated from the University of Miami in Coral Gables, Florida where he earned his B.B.A. and M.B.A degrees in finance.  Chad began his career working with a family office in South Florida where he specialized in research & analysis, portfolio management, and financial modeling.  He then went on to work with the private bank at Credit Suisse in 2013 where he joined Robert and his team and moved with the team to UBS in 2015. 

      Chad and his wife, Marisa reside in Bronxville, NY and together they have a passion for the culinary arts & traveling.  Chad holds his Series 7 & 66 licenses and is currently enrolled as a candidate in the CFA Program.

        • University of Miami in Coral Gables, Florida, B.B.A and M.B.A
          1285 Avenue Of The Americas
          New York, NY 10019
          chad.torelli@ubs.com
          Chad Torelli
          1285 Avenue Of The Americas,New York,NY,10019

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        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

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        $5.8+ trn

        UBS Group invested assets
        As of 03/31/2024

        51 countries

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