Advice Built on experience
Robert has a B.S. in Engineering from Cornell University and an M.B.A. in Finance from The Leonard N. Stern School of Business at New York University. Prior to joining the financial services industry, Robert was an engineer and manager with Bobst Group, based in Lausanne, Switzerland. He is very active in the Cornell Alumni Community, in Hudson Partners in New York and is a mentor at The Bergen County Academies. He and his wife live on the Upper West Side of New York City.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Paramus, NJ |
August 2006 - Present |
Morgan Stanley |
Vice President |
Paramus, NJ |
July 2001 - August 2006 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- M.B.A. Finance, NYU Stern School
- B.S. Engineering, Cornell University
Licenses
- Life, Health, Long-Term Care, Variable Life Insurance and Variable Annuities Licensed: CT, FL, MA, MD, NJ, NY, OH, PA
Personal & Community
- Hudson Partners
- Mentor, Bergen County Academies
- Member, UBS Financial Services Inc. Technology Advisory Council
Registered States:
CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, PR, VA, VT, WI