Rob and his team were hired by UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office. Rob focuses on relationships with private business owners undertaking pre-sale or pre-IPO planning, multi-generational family planning, private foundations, family offices, and individuals with significant wealth.
With more than 26 years' experience in the financial services industry, Rob has earned several notable recognitions, including: 2019 Barron's Top 1,200 Financial Advisors in the U.S., 2019 Financial Time's 400 Top Financial Advisors, and #5 on 2020 Forbes Best-In-State Wealth Advisors. He was also named as a Top 250 Advisor in the United States by Forbes for 2019.
In addition to his role at UBS, Rob serves on the Investment Committee for The Catholic Foundation, a $225 million Dallas Charitable Endowment Fund, and served as Chairman of the Committee from 2017-2018. Rob also sits on the Mendoza College of Business Advisory Council at The University of Notre Dame, where he served as Student Body President.
Prior to this role, Rob spent 12 years at Goldman Sachs Private Wealth Management. Rob earned his B.B.A in finance from the University of Notre Dame and his M.B.A. from Southern Methodist University. Rob is an avid golfer, having competed in the Pebble Beach Pro-Am, has a rescue dog named Bogey and enjoys spending time travelling around the world.
Registered States:
AL, CA, CO, DE, FL, GA, LA, MT, NC, NJ, NM, NV, NY, OH, OK, OR, TN, TX, UT, VA, WA