Rob Bertino Jr.

Rob Bertino Jr.

Formal First Name
Robert (Rob)

Robert Bertino is a Managing Director and Financial Advisor of The Bertino Investment Consulting Group at UBS. Since joining UBS in 2008, Rob has served clients undertaking presale or pre-IPO planning, multi-generational family planning, private foundations, family offices, and individuals with significant wealth. Prior to joining UBS, Rob spent 12 years at Goldman Sachs Private Wealth Management. With over 25 years of experience in the financial services industry, Rob has earned numerous notable recognitions from major periodicals, including Forbes, Barron's, and The Financial Times. In addition to his role at UBS, he is involved in non-profit organizations and institutions such as The Catholic Foundation and Mendoza College of Business Advisory Council.

Professional Experience

Academic History

Awards and Recognitions

  • Financial Times Top 400 Financial Advisors, 2019–2020
  • Forbes America's Top 250 Wealth Advisors, 2019–2020
  • Forbes Best-in-State Wealth Advisors, 2019–2020
  • Barron's Top 1,200 Financial Advisors, 2014–2020

Community Involvement