Robert Brueheim, CFA, is the Vice President of Wealth Management at UBS, where they assist clients in achieving financial goals through various products and services. With over 7 years of experience in the financial industry, Robert has worked with both individual and institutional investors, leveraging their expertise in private equity from their tenure as a Senior Financial Analyst at Northern Pacific Group. Robert's credentials include a CFA designation, Wealth Management Certified Professional (WMCP) certification, and Series 7 and 66 FINRA licenses, complemented by their proficiency in German and familiarity with European markets. Prior to their current role at UBS, Robert founded and led Brueheim & Brueheim, LLC, focusing on multi-family property investments across the United States. They hold a Bachelor of Business Administration in Finance from The University of Texas at Austin.
Location
San Francisco, United States
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