An experienced and committed team

Bob is responsible for the UBS South Florida Wealth Management and Private Wealth Management businesses from Vero Beach to Miami. Bob’s many years of industry experience as a Financial Advisor and Manager have provided him with a unique skillset that enables him to assist Financial Advisors in delivering the highest level of service and value to their clients.

He joined UBS in 2007. While at UBS, he has held the positions of Market Head, Regional Sales Manager, Branch Manager and Business Development Coach.

Julene is the Associate Market Executive for the Florida Market. She has over 30 years of experience in the financial services industry. Prior to becoming Associate Market Executive, she held various positions at UBS, including Assistant Market Head, Market Supervisory Officer, Market Administrative Officer, Complex Administrative Manager and Administrative Manager.

Kevin joined UBS in 2014, and is an Associate Market Supervisory Officer in the Florida Market. Kevin started his career in wealth management in 2004. Prior to his current role at UBS, he held the titles of South Florida Market Supervisory Officer, Supervisory Officer, and Financial Advisor. 

Maria Cusanelli is a Director at UBS Financial Services and serves as the Client Experience Director for the Florida Market. She started her career on Wall Street in 1994 as a Client Service Associate for a large team at Smith Barney.  In 1999, Maria opted to pursue a career in management and joined a Manhattan office of Smith Barney as an Assistant Operations Manager.  Her UBS days started in 2005 where she held several leadership positions in the wealth management business and was most recently the Market Administrative Officer for the legacy South Florida Market.

Vince joined UBS as the Boca Raton Operations Manager in 2013, and now serves as the Market Operations Manager for the Florida Market. He started his career in wealth management with Merrill Lynch in 1985 in the operations center in Chicago. During his time there, he was promoted and held various managerial positions in Des Moines, IA, Louisville, KY, St. Paul, MN, and Ft. Lauderdale, FL, before joining UBS.

Derrick joined UBS in 2013 and is a Supervisory Officer within the Florida Market. He started in the industry 1983 as an Account Administrator with Security Pacific Clearing Corporation. Prior to joining UBS, he worked as an Assistant Operations Manager and Operations Manger at two other firms before joining Smith Barney for 13 years as a Sr. Assistant Operations Manager and Operations Manager. Derrick previously held the role of Assistant Operations Manager in our Boca Raton office.