Robert D. Spina, Sr.
About Robert D. Spina, Sr.
Robert D. Spina, Sr. is a Senior Vice President, Senior Portfolio Manager, and Financial Advisor at UBS, where he has worked since 2015. With over 40 years of experience in investment management, he emphasizes building strong client relationships to achieve financial success.
Work at UBS
Robert D. Spina, Sr. has been employed at UBS since 2015, serving as a Senior Vice President, Senior Portfolio Manager, and Financial Advisor. In this role, he provides fully discretionary investment management and objective financial advice. His position is based at Two Jericho Plaza, where he has been instrumental in guiding clients through various financial matters for over nine years.
Education and Expertise
Robert D. Spina, Sr. studied at Iowa Wesleyan College, where he earned a Bachelor of Arts degree in Economics. His academic journey spanned five years, from 1996 to 2001. This educational background supports his extensive expertise in financial management and investment strategies.
Background
Before joining UBS, Robert D. Spina, Sr. worked at Morgan Stanley for 44 years, holding the position of Senior Vice President and Senior Portfolio Manager. His long tenure at Morgan Stanley provided him with a wealth of experience in the financial industry, which he now applies to his current role at UBS.
Achievements
With over 40 years of experience in the financial sector, Robert D. Spina, Sr. focuses on helping clients achieve long-term financial goals while managing short-term market volatility. He emphasizes the importance of building strong relationships with clients as a fundamental aspect of financial success. Additionally, he is licensed to operate in multiple states, including Arizona, California, and New York, among others.