Experience

Robert is an Executive Director and Market Director responsible for leading the UBS wealth management businesses in Buffalo and Jamestown, NY. Robert joined UBS in 2006 and held a variety of leadership roles throughout his tenure at the firm. He began his UBS career as an investment analyst in our New York headquarters office working with industry leading Financial Advisors and high net worth clients on investment planning and portfolio construction. Robert then ascended into leadership roles where he served as a Sales Manager and Assistant Complex Director in New York City. In May 2015, Robert was promoted to Branch Manager in Westport, CT and most recently served as the Branch Manager of our Paramus, NJ office.

Prior to UBS, Robert was a regional sales specialist for Dreyfus Investments with responsibilities for mutual fund and separately managed account sales. Originally from Upstate New York, Robert began his career as a Financial Planner at Sagemark Consulting in Rochester, NY. 

Robert received a Bachelor's degree in Economics from the University at Buffalo and a Master of Science in Finance from Simon Business School at the University of Rochester. 

Robert has obtained his CERTIFIED FINANCIAL PLANNER™ certification, Certified Investment Management Analyst^® (CIMA^®) and Certified Private Wealth Advisor^® (CPWA^®) designations. He also holds the Series 3, 7, 9, 10, 63 & 65 securities licenses and state Life & Health Insurance licenses.

Robert lives in Pittsford, NY with his wife, Jaclyn and their two sons. In his free time he enjoys spending time with his family, skiing and golf. Robert also enjoys giving back to the community in various ways. He most recently served as a mentor with the American Corporate Partners organization which provides mentorship and career coaching to transitioning military veterans. 

Tracy Anzalotti is the Market Administrative Officer for the Springfield Branch where she leads the team of Client Associates with 35 Years of combined administrative and operational experience.  Key Deliverables are to coach and educate on administrative policies and procedures, implement service excellence standards and collaborates with the Market Management Team and Home Office.

Tracy maintains her Series 7, 63, 9 & 10 securities licenses.  She graduated Summa Cum Laude from Bay Path University in Longmeadow, Massachusetts with a Bachelor of Science in Business Administration - Executive Management.

Tracy resides in East Longmeadow, MA with her husband Robert. 

Ina Goldschmidt is the Supervisory Officer at UBS Financial Services, Inc. for the Central New England Market. In her role, she reviews and approves various compliance items for the market. Ina joined UBS in 2007 as a Client Service Associate before taking on the role of Branch Office Administrator, Control Analyst and now Supervisory Officer. Ina graduated Magna Cum Laude from Southern Connecticut State University with her B.A. in Business Management. She maintains Series 7, 9, 10 and 66 security licenses as well as her Health and Life Insurance License. Ina is a German native and resides in Oxford, CT with her husband Mike.

Myrna brings 46 years of experience in the financial services industry, starting in 1975 with Merrill Lynch then proceeded to PaineWebber in 2000, which was acquired by UBS Financial Services Inc. in 2000. She has an Associate in Science Degree, from Bay Path University. As Office Administrator, she currently provides Springfield, MA, Glens Falls and Albany, NY Branches with administrative and operational support. She is also the Springfield, MA office Branch Technology Liaison (BTL) and supports BTL back-up for the New York Branches. Myrna enjoys spending time with her dog Penny, her son and two grandchildren, and with her Civil Engineer Daughter, Samantha.

 Myrna currently resides in Springfield, MA.