Your family. Your future.

Young family on beach

My team and I are dedicated to helping you and your family address the specific and uncommon opportunities that come with exceptional personal and business success. By understanding all aspects of your family’s financial world, we develop clear recommendations and implement customized solutions.

We will work closely with you to help make sure:

  • You and your family are protected against potential exposure. Preservation of capital and keeping your family’s confidence and trust are our highest priorities.
  • You have access to consultative services that foster collaboration and help support, educate and advise future generations.
  • You are confident that all transactions align with your family’s wealth management strategy in compliance with industry rules and regulations.

I’m committed to each generation of your family, building long-lasting relationships by providing comprehensive wealth planning.

- Bob Whelan

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 Whelan

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • CA
    • DE
    • FL
    • HI
    • ID
    • MA
    • MI
    • MN
    • NM
    • NV
    • NY
    • OR
    • SC
    • SD
    • TX
    • WA

    Bob oversees a three-person team providing wealth management services to families, individuals and endowments/foundations. He has extensive experience in developing investment policy, portfolio construction, and on-going monitoring of client portfolios to help achieve specific objectives. Bob's primary role is to understand his clients' specific and unique needs and provide objective advice on asset allocation, portfolio construction and strategy selection. Bob attended the University of California at Berkeley (BA, '76) and the American Graduate School of International Management (MBA, '78).

        • Senior Portfolio Manager
        555 California Street
        32nd/ 34th /46th Floor
        San Francisco, CA 94104
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        Dean Civitello, CFA

        Associate Director

        Senior Wealth Strategy Associate

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        • CA

        Dean graduated from the State University of New York at Albany in 2001 with a BA in Philosophy (Cum Laude). Mr. Civitello has been employed by UBS since 2001 and has been working with Robert Whelan since 2003. Dean focuses on asset allocation and manager research, with a particular focus on overseeing the group's fixed income strategies. Dean is a CFA (Chartered Financial Analyst) Charterholder and member of the CFA Institute & CFA Society of San Francisco.

              555 California Street
              32nd/ 34th /46th Floor
              San Francisco, CA 94104
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              Samantha Pham

              Client Associate

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              • CA

                    555 California Street
                    32nd/ 34th /46th Floor
                    San Francisco, CA 94104

                  Connecting you to the deep resources of UBS

                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                  Planning for each generation

                  Office setting

                  A family office structure

                  Comprehensive wealth management

                  Aligning your estate and the causes you care about

                  Communication on a deeper level

                  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

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $3.9 trillion

                  In invested assets globally 
                  As of 12/31/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager