Executive Director
Market Director
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.
Executive Director
Market Director
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.
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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