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
    • 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.

     

      • University of Massachusetts Amherst
        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

          What did the Fed say?

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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