Robert Brueheim, Cfa
About Robert Brueheim, Cfa
Robert Brueheim, CFA, serves as the Vice President of Wealth Management at UBS, where he has worked since 2024. He has a diverse background in finance, having held various roles including Senior Financial Analyst and Wealth Strategy Analyst, and holds multiple professional designations and licenses.
Work at UBS
Robert Brueheim currently serves as Vice President of Wealth Management at UBS, a position he has held since 2024. His role involves providing tailored financial solutions to clients, leveraging his analytical skills and finance knowledge. Prior to this position, he worked at UBS as a Wealth Strategy Analyst from 2018 to 2020, where he contributed to wealth management strategies in the San Francisco Bay Area.
Education and Expertise
Robert Brueheim earned a Bachelor of Business Administration (BBA) in Finance from The University of Texas at Austin, completing his studies from 2009 to 2013. He also holds the Wealth Management Certified Professional (WMCP) designation and possesses Series 7 and 66 FINRA licenses. His educational background supports his expertise in wealth management and financial analysis.
Background in Financial Services
Robert Brueheim has a diverse background in financial services, having worked in various roles across multiple companies. He served as a Senior Financial Analyst at Northern Pacific Group from 2020 to 2023 and as an Investment Associate at NAI Global from 2014 to 2018. His experience includes roles as an Investment Advisor Intern at New England Financial and as a Realtor at Keller Williams Realty, Inc.
Achievements in Financial Analysis
Throughout his career, Robert Brueheim has developed a strong background in private equity, focusing on sectors such as technology, logistics, transportation, and media. His analytical skills have enabled him to provide effective financial solutions tailored to client needs. His proficiency in German and familiarity with European markets, particularly the DAX, further enhance his capabilities in the financial sector.
Professional Experience Timeline
Robert Brueheim's professional journey includes several key positions. He began as an intern at SALI Fund Services in 2011, followed by roles at New England Financial and NAI Global. He transitioned to Northern Pacific Group as a Senior Financial Analyst before joining UBS. His experience also includes a brief tenure at New York Life Insurance Company as an Agent from 2023 to 2024.