Rob Meenan
Managing Director at UBS | New York City Metropolitan Area
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Rob Meenan serves as a Managing Director at UBS, where he leverages his extensive experience in private wealth management to deliver tailored financial solutions for high-net-worth clients. As a Senior Portfolio Manager with the Meenan Yedid Group, Rob adopts an analytical and consultative approach to wealth management, ensuring that each client receives a personalized strategy that aligns with their unique financial goals. His expertise spans capital markets, portfolio management, and manager selection, allowing him to construct diversified investment portfolios that not only aim for growth but also prioritize risk management.
In his current role, Rob is deeply involved in key projects that focus on holistic financial planning, integrating various aspects of wealth management to create comprehensive plans that preserve and enhance earned affluence. He collaborates closely with clients to understand their aspirations and concerns, crafting sophisticated financial strategies that address both immediate needs and long-term objectives. His commitment to ongoing education and market analysis ensures that he remains at the forefront of industry trends, enabling him to provide informed guidance in an ever-evolving financial landscape.
Rob's ability to navigate complex financial scenarios and his dedication to client success have established him as a trusted advisor in the wealth management sector. His focus on building enduring relationships and delivering exceptional service is complemented by his proficiency in utilizing advanced financial tools and analytics to optimize investment outcomes. As he continues to drive innovative solutions at UBS, Rob Meenan exemplifies the core values of integrity, excellence, and client-centric service that define the firm’s approach to private wealth management.
Managing Director at UBS in June 2015 to Present
Private Wealth Management at Barclays Wealth and Investment Management in January 2011 to June 2015
Wealth Management Advisor at Merrill Lynch in August 2006 to January 2011
Managing Director at SMC Corporation of America in May 1996 to August 2006
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Capital Markets
Portfolio Management
Manager Selection
Holistic Financial Planning
Financial Planning
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Discover more about UBSWhat is Rob Meenan email address?
Email Rob Meenan at [email protected]. This email is the most updated Rob Meenan email found in 2026.
How to contact Rob Meenan?
To contact Rob Meenan send an email to [email protected]. (updated on October 29, 2024)
What company does Rob Meenan work for?
Rob Meenan works for UBS
What is Rob Meenan's role at UBS?
Rob Meenan is Managing Director
What is Rob Meenan's Phone Number?
Rob Meenan's phone (212) ***-*234
What industry does Rob Meenan work in?
Rob Meenan works in the Financial Services industry.
Rob Meenan Email Addresses
Rob Meenan Phone Numbers
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