Knowledge Powered by experience
Robert is a seasoned and committed wealth management professional with over 40 years of experience in the financial services industry. For the last 30 years Bob has focused on providing customized investment management solutions to wealthy individuals and their families.
Bob started his career with the Connecticut Bank and Trust Company where he was the Chief Investment Officer of the Private Bank when he left in 1990 to join the Chase Manhattan Bank. In 1997, Bob was named the Chief Investment Officer of Chase's Global Private Bank where he worked until 2002. Robert founded a wealth management team at Merrill Lynch in 2003 with the vision of delivering elite wealth management services to a select group of clients. After ten years the team moved to the Private Wealth Management division of UBS in 2013.
Bob has held the Chartered Financial Analyst® (CFA) designation since 1989. He is a graduate of the University of Connecticut with a degree in mathematics and he earned an MBA in finance from the University of Hartford. Bob serves on the board of the Broward Performing Arts Foundation in Ft Lauderdale. Originally from Connecticut, Bob and his family moved to Florida in 1990 and he and his wife, Cindy, currently reside in Parkland.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President Wealth Management |
Fort Lauderdale, Florida |
March 2013 - Present |
Merrill Lynch |
Senior Vice President - Private Wealth Advisor |
Fort Lauderdale, Florida |
February 2003 - March 2013 |
Chase Manhattan Global Private Bank |
Chief Investment Officer |
Manhattan, New York |
January 1990 - January 2002 |
Accomplishments
- Managing Director, CIO @ Chase Manhattan Global Private Bank - 1990-2002
- Chartered Financial Analyst® (CFA) since 1989
- 40 Years of Experience in The Financial Services Industry
Education
- University of Connecticut
- Bachelor's Degree in Mathematics
- University of Hartford
- Received an M.B.A in Finance
Licenses
- Series 66 - Uniform Combined State Law Examination
- Life, Health and Variable Annuity Insurance (2-15) - State of Florida
- Series 7 - General Securities Representative Examination
Personal & Community
- Board Member of Broward Center for the Performing Arts Foundation
Registered States:
CA, CO, CT, DC, DE, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, OH, PA, SC, WA