Robert Bosco
Wealth Advisor who focuses on investment and retirement planning for high net worth individuals, executives, and small business owners.
- Role
- Senior Vice President - Wealth Management, Cfp, Senior Portfolio Manager at UBS
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Robert Bosco
With over 30 years of experience as a financial planner and wealth advisor, I specialize…
Experience
Senior Vice President - Wealth Management, Cfp, Senior Portfolio Manager
Oct 2004 — Present
As an Certified Financial Planner™ with over 29 years of experience in the industry, I understand the challenges that come with protecting, growing, and transitioning wealth for individuals, executives, families, and small business owners. Advising on more than $1.2 billion dollars of client assets, The Harborside Wealth Management Group consists of three Certified Financial Planners™ and draws on over 60 years of wealth management experience as well as leveraging the depth and breadth of UBS\' global resources to customize wealth management solutions for our clients. This includes- Wealth & Retirement planning - Goal strategy & review - Education funding - Insurance - Estate planning strategies - Liability & Cash management - Asset allocation - Stock option plan analysis
Education
Center for Financial Planning
Certified Financial Planner, Financial Planning
2007 — 2008
Isenberg School of Management, UMass Amherst
B.S./B.A, Finance
1984 — 1988
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