Trusted insights.

Helping you achieve your vision of success

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.

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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 Michael Panessiti, ChFC

Senior Vice President–Wealth Management

Chartered Financial Consultant
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NH
- NJ
- NM
- NY
- SC
- TX
- UT
- VA
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
One Post Office Square
33rd Floor
Boston, MA 02109

robert.panessiti@ubs.com

Robert Michael Panessiti, ChFC

One Post Office Square,Boston,MA,02109

Robert Michael Panessiti, ChFC

Senior Vice President–Wealth Management

Chartered Financial Consultant
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- IL
- IN
- MA
- MD
- ME
- MI
- MT
- NH
- NJ
- NM
- NY
- SC
- TX
- UT
- VA
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
One Post Office Square
33rd Floor
Boston, MA 02109

robert.panessiti@ubs.com

Robert Michael Panessiti, ChFC

One Post Office Square,Boston,MA,02109

Our Process

Our investment experience

Through customized investment solutions, we help you meet your long-term goals.

We build diversified portfolios that are informed by our own capital markets knowledge and CIO Americas, Wealth Management’s industry-leading intellectual capital. As discretionary portfolio managers, we tailor your asset allocation to your unique situation utilizing all aspects of the capital markets.

Beyond traditional investment strategies, we also offer access to more sophisticated solutions that can help lower your overall risk and position your portfolio for growth. From derivative strategies to alternative investments and structured products, we design solutions that are completely aligned with your specialized needs.

Our personal service

Our clients know we’re here for them, no matter what the markets may bring.

Our level of caring has earned our clients’ trust and confidence. At the end of the day, our clients know they can count on us. With our exceptional approach to service, you can call at any time with a worry or concern and it will be handled.

You benefit from our proactive service model that promises:

Monthly research updates from our global research organization through UBS Online Services.
Monthly e*Newsletters to help you understand the markets and make better investment decisions.
Custom quarterly performance reports that give you a view on what drove performance over the last quarter.
Dedicated quarterly client webinars that help you think more clearly about your financial life. From year-end planning to getting ready for tax time, we share our expertise on issues that matter the most to you.

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

More than 160 years

offering financial advice

Global leader

UBS is a leading and truly global wealth manager

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024