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 earned the Certified Financial Planner™ (CFP®), 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.
Peter collaborates with market administrative leadership and team associates to enable them to deliver memorable service experiences to both internal and external clients. He does this by leveraging his experience in leadership, coaching, management, and sharing best practices. Peter joined UBS in 2008 as an Associate Director with responsibilities also including operations management and supervisory/compliance duties. Prior to this, he was with Citi-Smith Barney in the metro NYC area for seven years as a risk aversion specialist responsible for partnering with Sales Management and Citibank channel financial advisors to grow and protect their businesses. Peter has an undergraduate degree in Business Management and Marketing from Cornell University in Ithaca, NY. He also holds a life and health insurance license. Peter currently resides in the Rochester area.
Branch Office Administrator
Linda brings 35 years of experience in the financial services industry, starting in 1980 with Merrill Lynch then proceeded in 1985 to PaineWebber which was acquired by UBS Financial Services in 2000. Currently she provides dual roles, as the Executive Assistant to the New York State Complex Director and as of March 2021, Branch Office Administrator for the Buffalo, Jamestown branches, providing administrative and operational support. Linda enjoys working on DYI projects, card crafting, and spending time with family and friends. She currently resides in Rochester, NY and has a son, stepdaughter and two step grandchildren.