Experience

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.

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.