Robert Cruz, CEPA®, is a seasoned wealth management professional currently pursuing an MBA at MIT Sloan School of Management. They have held various positions at UBS, including Senior Vice President, where they provide strategic oversight and tailored financial strategies to ultra-high-net-worth clients. Previous experience includes a role as a Registered Client Associate at Wells Fargo Advisors, where they guided municipal bond portfolios and crafted personalized investment solutions. Robert’s expertise lies in equity compensation, exit planning, and multigenerational wealth preservation for entrepreneurs and executives.
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