Robert Bosco, Cfp®

Robert Bosco, Cfp® Email and Phone Number

Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager @ UBS
Boston, MA, US
Robert Bosco, Cfp®'s Location
Boston, Massachusetts, United States, United States
Robert Bosco, Cfp®'s Contact Details

Robert Bosco, Cfp® work email

Robert Bosco, Cfp® personal email

n/a
About Robert Bosco, Cfp®

/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Robert Bosco, Cfp®'s Current Company Details
UBS

Ubs

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Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager
Boston, MA, US
Website:
nyftyfitness.com
Employees:
28
Robert Bosco, Cfp® Work Experience Details
  • Ubs
    Senior Vice President - Wealth Management, Cfp®, Senior Portfolio Manager
    Ubs
    Boston, Ma, Us
    View
  • Ubs
    Senior Vice President - Wealth Management, Cfp®, Senior Portfolio Manager
    Ubs Oct 2004 - Present
    As an Certified Financial Planner™ with over 29 years of experience in the industry, I understand the challenges that come with protecting, growing, and transitioning wealth for individuals, executives, families, and small business owners. Advising on more than $1.2 billion dollars of client assets, The Harborside Wealth Management Group consists of three Certified Financial Planners™ and draws on over 60 years of wealth management experience as well as leveraging the depth and breadth of UBS' global resources to customize wealth management solutions for our clients. This includes: - Wealth & Retirement planning - Goal strategy& review - Education funding - Insurance - Estate planning strategies - Liability & Cash management - Income tax analysis A - Asset allocation - Stock option plan analysis
    View
  • Morgan Stanley Investment Management
    Senior Vice President, Investments
    Morgan Stanley Investment Management Oct 1996 - Oct 2004
    View
  • Prudential Securities
    Financial Advisor
    Prudential Securities 1994 - 1996
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  • Arjo-Century Distributing, Inc.
    Sales Representative
    Arjo-Century Distributing, Inc. Sep 1992 - Sep 1994
  • Pitney Bowes
    Sales Representative
    Pitney Bowes 1990 - 1992
    View
  • Ibm
    Financial Analyst
    Ibm 1988 - 1990
    View

Robert Bosco, Cfp® Education Details

Frequently Asked Questions about Robert Bosco, Cfp®

What company does Robert Bosco, Cfp® work for?

Robert Bosco, Cfp® works for Ubs

What is Robert Bosco, Cfp®'s role at the current company?

Robert Bosco, Cfp®'s current role is Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager.

What is Robert Bosco, Cfp®'s email address?

Robert Bosco, Cfp®'s email address is ro****@****ubs.com

What schools did Robert Bosco, Cfp® attend?

Robert Bosco, Cfp® attended Center For Financial Planning, Isenberg School Of Management, Umass Amherst, Winchester High School.

Who are Robert Bosco, Cfp®'s colleagues?

Robert Bosco, Cfp®'s colleagues are Flloyd Rewa, Ethan Harro.

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