Senior Vice President–Wealth Management
Chartered Financial Consultant
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.
Education
Credentials
Senior Vice President–Wealth Management
Chartered Financial Consultant
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.
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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