Robert Brody
About Robert Brody
Robert Brody is a Senior Portfolio Manager at UBS Financial Services Inc., where he has worked since 2008 in Westport, Connecticut. He previously held the position of Senior Vice President at Morgan Stanley from 2000 to 2008.
Work at UBS
Robert Brody has been employed at UBS Financial Services Inc. since December 2008, serving as a Senior Portfolio Manager in the Portfolio Management Program. He operates out of Westport, Connecticut, where he has worked for over 15 years. In his role, he is responsible for managing investment portfolios and providing financial advice to clients. His professional communications are subject to monitoring and retention by UBS, ensuring compliance with industry regulations. Brody is registered to conduct business in 26 states across the United States, including major markets such as Arizona, California, and New York.
Previous Experience at Morgan Stanley
Before joining UBS, Robert Brody worked at Morgan Stanley as a Senior Vice President from 2000 to 2008. During his eight years at the firm, he gained extensive experience in wealth management and investment strategies. His role involved advising clients on financial planning and portfolio management, contributing to his expertise in the financial services industry. Brody's tenure at Morgan Stanley helped to shape his professional development and prepare him for his current position at UBS.
Education and Expertise
Robert Brody studied at Boston University - School of Management, where he earned a degree in Finance from 1983 to 1987. This educational background provided him with a solid foundation in financial principles and investment strategies. His academic training, combined with over 16 years of professional experience in portfolio management, positions him as a knowledgeable figure in the financial services sector.