Robert "Bobby" Swiller
About Robert "Bobby" Swiller
Robert 'Bobby' Swiller serves as the Managing Director of Wealth Management and Senior Portfolio Manager at UBS, where he has worked since 2007. He is recognized among the top financial advisors in Minnesota and has a strong background in finance and economics from the University of Michigan.
Work at UBS
Robert Swiller has been employed at UBS since 2007, serving as Managing Director in Wealth Management and as a Senior Portfolio Manager within the Portfolio Management Program. In this role, he is responsible for managing discretionary multi-asset-class portfolios, catering to a diverse clientele that includes professionals, retirees, multi-generation families, trusts and estates, entrepreneurs, and small-business owners. His extensive experience in wealth management has contributed to his recognition as a leading financial advisor in Minnesota.
Education and Expertise
Robert Swiller holds an MBA in Finance and Marketing from the University of Michigan - Stephen M. Ross School of Business. He also earned a BA in Economics from the University of Michigan. His educational background provides a solid foundation for his expertise in financial advisory services, portfolio management, and wealth management strategies.
Achievements
Robert Swiller has been recognized as one of the top 20 financial advisors in Minnesota and has received national recognition from Barron's as one of the Top 1,200 Financial Advisors in the United States. His achievements reflect his commitment to excellence in financial advisory services and portfolio management.
Community Involvement
Robert Swiller actively supports various local and national charities and philanthropic organizations. He serves as a board member for several of these organizations, demonstrating his commitment to community service and philanthropy. His involvement reflects a dedication to giving back and making a positive impact in the community.