Robert Mc Aleer
About Robert Mc Aleer
Robert Mc Aleer serves as Vice President of Wealth Management at UBS, where he has worked since 2017. With a background in institutional equity sales and a degree in Economics from Bucknell University, he emphasizes a collaborative and service-oriented approach to managing clients' wealth goals.
Work at UBS
Robert Mc Aleer has been serving as Vice President in Wealth Management at UBS since 2017. In this role, he operates in the Greater Boston Area and utilizes the extensive resources and expertise available at UBS. His responsibilities include advising clients by leveraging specialists in advanced planning, lending, and investment management. Prior to his current position, he held the role of Managing Director and Head of Boston Equity Research Sales at UBS from 2011 to 2016. His experience at UBS spans over a decade, reflecting a strong commitment to client service and wealth management.
Education and Expertise
Robert Mc Aleer earned a Bachelor of Arts (B.A.) in Economics from Bucknell University, where he studied from 1990 to 1994. His educational background provides a solid foundation for his career in finance and wealth management. Mc Aleer possesses extensive market knowledge gained from two decades of experience in institutional equity sales before transitioning to wealth management. This combination of education and practical experience equips him to effectively manage clients' wealth goals.
Background
Robert Mc Aleer has a robust background in institutional equity sales, which spans 20 years. This experience laid the groundwork for his transition into wealth management. His previous role as Managing Director at UBS involved leading Boston Equity Research Sales, where he developed a deep understanding of market dynamics and client needs. His approach to wealth management is characterized by a focus on collaboration and problem-solving, ensuring that he is actively involved in clients' lives.
Client Management Approach
In his role at UBS, Robert Mc Aleer emphasizes a hands-on and service-oriented approach to managing clients' wealth goals. He focuses on aligning clients' asset allocations with their financial objectives, taking into account both the big picture and intricate details. His commitment to client engagement is evident in his collaborative efforts with UBS teams of experts, which enhances the overall client experience and addresses complex financial needs.
Market Knowledge and Insights
Robert Mc Aleer possesses deep market knowledge, having worked with some of the world's largest money managers. This experience informs his investment strategies and client advisement. His insights into market trends and asset management allow him to provide informed recommendations that align with clients' financial goals. His extensive background in equity sales contributes to his ability to navigate complex financial landscapes effectively.