Robert Fellowes
About Robert Fellowes
Robert Fellowes is a Sales Manager at UBS, where he has worked since 2017, first as a Financial Advisor and then as Sales Manager since 2021. He has extensive experience in equity sales trading, having held positions at firms such as Merrill Lynch, Credit Suisse, and Donaldson, Lufkin & Jenrette.
Work at UBS
Robert Fellowes has been employed at UBS since 2017, where he initially served as a Financial Advisor. In 2021, he transitioned to the role of Sales Manager, a position he has held for three years. His responsibilities at UBS include managing sales strategies and advising clients on financial products and services.
Previous Experience at Merrill Lynch
Before joining UBS, Robert Fellowes worked at Merrill Lynch as a Financial Advisor from 2015 to 2017. During his tenure, he provided financial advice and investment strategies to clients, contributing to their financial planning and investment goals.
Career at Sterne Agee
Robert Fellowes served as Director - Equity Sales Trader at Sterne Agee from 2011 to 2014. In this role, he was responsible for managing equity trading operations and developing sales strategies within the firm.
Experience at Credit Suisse
Robert Fellowes worked at Credit Suisse as Director - Equity Sales Trader for a decade, from 2000 to 2010. His role involved overseeing equity trading activities and collaborating with clients to optimize their investment portfolios in New York.
Background and Education
Robert Fellowes studied at Saint Peter's University. His educational background has supported his extensive career in finance, where he has held various positions in equity sales trading and financial advising.