Robert Peele
About Robert Peele
Robert Peele serves as the First Vice President of Investments at UBS, where he has worked since 2008. With over three decades of experience in the financial industry, he specializes in developing relationships with high net worth individuals and their families.
Work at UBS
Robert Peele has served as First Vice President - Investments at UBS since 2008. In this role, he focuses on developing and nurturing relationships with high net worth individuals and their families. His responsibilities include providing tailored investment strategies and solutions that align with the unique financial goals of his clients. His tenure at UBS has been marked by a commitment to client service and investment management.
Previous Experience at Merrill Lynch
Prior to his current position at UBS, Robert Peele worked at Merrill Lynch as Vice President from 1987 to 2008. Over the course of 21 years, he gained extensive experience in the financial sector, focusing on investment management and client relations. His time at Merrill Lynch contributed to his development as a seasoned professional in the investment industry.
Education and Expertise
Robert Peele studied Political Science and Government at Southern Illinois University, where he earned a Bachelor of Arts (B.A.) degree. His educational background provides a foundation for his analytical skills and understanding of market dynamics, which he applies in his investment roles. He possesses extensive knowledge in investment management and has worked across multiple registered states, including California, New York, and Texas.
Background in Finance
With over three decades of experience in the financial industry, Robert Peele has developed a significant tenure in investment roles. His career has been characterized by a focus on building and maintaining relationships with high net worth clients. His extensive experience allows him to navigate complex financial landscapes and offer informed investment advice.