Robert Perlman
About Robert Perlman
Robert Perlman serves as the Managing Director of Wealth Management at UBS, where he has worked since 2015. He has extensive experience in the financial sector, having held similar positions at Lehman Brothers and Credit Suisse prior to his current role.
Work at UBS
Robert Perlman has been serving as Managing Director in Wealth Management at UBS since 2015. In this role, he focuses on providing comprehensive wealth management solutions to clients. His responsibilities include developing investment strategies and managing client relationships. Perlman has built a professional presence on LinkedIn, where he shares insights and information related to wealth management. His communications on this platform are monitored and retained by UBS, ensuring compliance with the firm's standards.
Previous Experience at Lehman Brothers
Prior to his tenure at UBS, Robert Perlman worked at Lehman Brothers as Managing Director for 20 years, from 1988 to 2008. During his time at Lehman Brothers, he gained extensive experience in wealth management and investment strategies. His long-standing role contributed to his expertise in the financial services industry, allowing him to develop a deep understanding of market dynamics and client needs.
Experience at Credit Suisse
Robert Perlman held the position of Managing Director at Credit Suisse from 2008 to 2015. In this role, he continued to build on his wealth management expertise, focusing on client investment strategies and financial planning. His experience at Credit Suisse further solidified his reputation in the financial services sector, enhancing his skills in managing complex client portfolios.
Education and Expertise
Robert Perlman earned a Bachelor of Arts degree from the University of Massachusetts Amherst, where he studied from 1984 to 1988. His educational background laid the foundation for his career in finance and wealth management. Perlman's extensive experience across multiple financial institutions has equipped him with a broad understanding of investment strategies and client relationship management.
Registered to Conduct Business
Robert Perlman is registered to conduct business in multiple states, including Arizona, California, and Texas. This registration allows him to provide wealth management services to clients across these regions, expanding his reach and ability to serve diverse client needs.