• UBS

Robert Rossi

Senior Vice President, Wealth Advisor - Wealth Management

Robert Rossi is a Senior Vice President and Wealth Advisor at UBS, specializing in financial transition planning, retirement, and estate management. A CERTIFIED FINANCIAL PLANNER™, they also hold certifications in Investment Management Analysis. Their professional journey includes prior roles at Morgan Stanley and Bobst Group, along with board membership at Cornell University from 2004 to 2014. Robert is currently pursuing an MBA in Finance at NYU and holds a BS in Engineering from Cornell University. Passionate about community engagement and networking, they reside on the Upper West Side of New York City.

Location

New York, United States

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