Managing Director–Wealth Management
Senior Portfolio Manager
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).
Credentials
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Managing Director–Wealth Management
Senior Portfolio Manager
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).
Credentials
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Associate Director
Senior Wealth Strategy Associate
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.
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Associate Director
Senior Wealth Strategy Associate
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.
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Client Associate
Client Associate
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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