Rob Bertino Jr.
Rob Bertino is Managing Director and Financial Advisor of The Bertino Investment Consulting Group at UBS Private Wealth Management. Since joining UBS in 2008, he has served clients undertaking presales of pre-IPO planning, multi-generational family planning, private foundations, family offices, and individuals with significant wealth. Bertino has over 25 years of experience in the financial services industry and has earned numerous notable recognitions from major periodicals, including Forbes, Barron's, and The Financial Times. Prior to joining UBS, he spent 12 years at Goldman Sachs Private Wealth Management. In addition to his role at UBS, he is involved in several nonprofit organizations and institutions.
Rob Bertino Jr. Professional Experience / Academic History
Professional Experience
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Managing Director, Financial Advisor
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Financial Advisor
Academic History
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B.B.A., Finance
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Master of Business Administration
He joined UBS in 2008 as the inaugural Private Wealth Management team for the opening of the Dallas Private Wealth Management office.
He 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.
RECOGNITIONS
Forbes America's Top 250 Wealth Advisors, 2019 – 2024
Forbes Best-in-State Wealth Advisors, 2019 – 2024
Financial Times Top 400 Financial Advisors, 2019 – 2020
Barron's Top 1,200 Financial Advisors, 2014 – 2024
COMMUNITY INVOLVEMENT