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, KS, LA, MA, ME, MI, MO, MT, NC, NJ, NM, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI


Andrew Puryear, CFA

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