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At The TPC Group, we understand the complex wealth management needs of affluent families, business owners and corporate executives. With nearly three decades of experience navigating every type of market cycle, we put our intelligence to work every day for our clients. We’re here to guide you through the capital markets so you can confidently embrace the future.

Whether we’re helping pre-retirees prepare for retirement, working with business owners as they plan to leave a business behind or helping corporate executives manage tactical risk strategies, our clients value our capital markets experience and ability to help identify the right opportunities. We bring a knowledgeable and disciplined approach to managing wealth today and for generations to come.

You’ve worked hard to get where you are today and we work just as hard to manage your wealth. We’re passionate about finding a better way to solve financial challenges. With a deep understanding of capital markets and risk management, we offer the sophisticated solutions and thoughtful advice you need.

- The TPC Group

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.

  • Robert Panessiti Profile Photo

    Robert Michael Panessiti, ChFC

    Senior Vice President–Wealth Management

    Chartered Financial Consultant

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • MA
    • MD
    • ME
    • MI
    • MT
    • NH
    • NJ
    • NM
    • NY
    • RI
    • SC
    • TX
    • VA
    • WI

    Bob Panessiti formed the TPC Group at UBS Financial Services, Inc. in 2013. Prior to that Bob spent over eight years with Morgan Stanley and its predecessor firms, and over ten years with Merrill Lynch. He started his career as a Principal of Panessiti & Associated LLC, a registered investment advisor in Waltham, MA.

    Bob received his Bachelors Degree from the University of Massachusetts at Amherst in 1988; Master of Science in Finance (MSF) from Suffolk University, Boston MA in 1999; and his Chartered Financial Consultant (ChFC) designation from the American College, Bryn Mawr, PA in 1992.

    Bob's experience lies in all areas of the capital markets, including portfolio construction, risk management, and helping to facilitate the sale of closely held business interests. He also has extensive experience in financial planning and executive compensation plans.

    Bob has served on numerous committees and nonprofit boards and was the recipient of the Kennedy Donovan Center Founders Award in 2002, recognizing his work and dedication to adults and children with disabilities. Bob was the key note speaker at the Suffolk University Fall 2010 MFS reception.

    Bob lives in South Boston and Truro, Massachusetts, where he enjoys golf and boating.

      • University of Massachusetts at Amherst, Bachelors Degree
      • Suffolk University, Master of Science in Finance
      • Chartered Financial Consultant
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      Boston, MA 02109
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    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

    More than 150 years

    offering financial advice

    Global leader

    UBS is a world-leading wealth manager

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

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