Experience Makes all the difference

Our dedicated team advises a select number of clients to ensure the highest level of personal attention and responsiveness. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Robert M. Bertino, Jr.

Financial Advisor
Managing Director - Private Wealth Management
214-981-0505
rob.bertino@ubs.com

  • Recognized by Barron's as a 'Top 1,000' Financial Advisor in the U.S.
  • M.B.A., Southern Methodist University, 1994
  • B.B.A., University of Notre Dame, finance, 1985
  • Hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office
  • More than 22 years experience in the financial services industry
  • Goldman Sachs Private Wealth Management, 1996–2008
  • Lehman Brothers Institutional Fixed Income, 1994–1995
  • Currently serving as Chairman of the Investment Committee for The Catholic Foundation, a $225 million Dallas Charitable Endowment Fund
  • Recently appointed to the Mendoza College of Business Advisory Council at The University of Notre Dame
  • Focus: Rob focuses on relationships with foundations, pension funds, endowments, family offices, and individuals with significant wealth. He also works with the PWM Portfolio Advisory Group to develop risk-based strategic & tactical asset allocation strategies.


Registered States:
AL, CA, CO, DC, DE, FL, LA, MA, ME, MI, MT, NC, NJ, NM, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI


Andrew Puryear, CFA

Authorized Officer
Senior Wealth Strategy Associate
Chartered Financial Analyst®
214-981-0504
andrew.puryear@ubs.com

  • BBA, Baylor University, 2006
  • MBA, Southern Methodist University, 2012
  • Charter Financial Analyst (CFA) charter holder
  • More than 9 years experience in the financial services industry
  • Prospera Financial Services, 2006-2008
  • Bernstein Global Wealth Management, 2008-2011
  • Joined UBS Private Wealth Management in 2011
  • Focus: Andrew focuses on manager due diligence, investment strategy and portfolio implementation.  Andrew also works with the PWM Portfolio Advisory Group to develop risk-based strategic & Tactical asset allocation strategies.


Registered States:
AL, CA, CO, DC, DE, FL, LA, MA, MI, MT, NJ, NM, NY, OH, OK, PA, TN, TX, UT, VA, WA


Ann Marie "Anna" Vargas

Authorized Officer
Investment Associate
214-981-0506
anna.vargas@ubs.com

  • B.S., Dallas Baptist University
  • Hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office
  • More than 34 years experience in the financial services industry
  • Goldman Sachs Private Wealth Management, 1975 – 2008
  • Focus: Anna manages the team’s cash management, administrative and operational issues. She is highly experienced in filings for restricted stock positions, including Section 16 and Rule 144/145 issues. Her deep industry experience allows her to efficiently service many different types of accounts.


Registered States:
CA, CO, FL, LA, MT, NJ, NM, NY, OH, TN, TX, UT, VA, WA, WI


Venita Nirmela Yellapah

Senior Client Service Associate
214-981-0509
venita.yellapah@ubs.com

  • Assoc.  Degree, Ryerson University
  • Over 15 years of financial services experience working for various financial firms, including Smith Barney and Morgan Stanley
  • Over 6 years with UBS Financial Services in both Dallas and New York
  • Focuses on all aspects of client service, operations, client reporting, data management and administration and helps lead our team in providing the highest level of service to our clients.


Registered States:
AZ, CA, CT, DC, FL, GA, IL, MA, MD, NJ, NY, TX, VA