Robert Tally

Q: What is Robert Tally email address?

Email Robert Tally at rusty.tally@ubs.com. This email is the most updated Robert Tally email found in 2026.

Q: How to contact Robert Tally?

To contact Robert Tally send an email to rusty.tally@ubs.com. If you want to call Robert Tally try calling on +13215142295 and +16197098070. (updated on September 13, 2024)

Private Advisor, Managing Director at Rockefeller Capital Management | Austin, Texas Metropolitan Area

About Robert Tally

Robert "Rusty" Tally serves as a Private Advisor and Managing Director at Tally McManus Wealth Partners within the prestigious Rockefeller Global Family Office. With over 47 years of experience in wealth management, Rusty has honed his expertise in advising affluent and ultra-affluent clients, as well as institutional investors, navigating the complexities of both bull and bear markets. His approach is centered around the philosophy of being a family CFO, where he meticulously oversees clients' financial affairs to ensure their wealth is not only preserved but also strategically grown for future generations.

At Rockefeller, Rusty leads key projects that focus on comprehensive wealth planning, emphasizing long-term, multigenerational relationships with clients. His team at the Tally McManus Group specializes in tailored investment strategies, retirement planning, and risk management, ensuring that each client's unique goals and expectations are met with precision. Rusty’s extensive background includes a significant tenure at UBS, where he developed a robust understanding of asset management and investment management, which he now leverages to provide unparalleled service to his clients.

Rusty’s commitment to due diligence and thorough financial analysis has earned him a reputation as a trusted advisor in the industry. His skills in finance and investments, coupled with his Series 63 certification, enable him to navigate the intricate landscape of wealth management effectively. As he continues to guide high-net-worth individuals and business owners, Rusty remains dedicated to fostering relationships built on trust, transparency, and a shared vision for financial success.

Robert Tally Work

Private Advisor, Managing Director at Rockefeller Capital Management in May 2024 to Present

Wealth Advisor, Senior Vice President - Investments, at UBS in November 2008 to May 2024

Sr. Vice President - Investments at Morgan Stanley in May 1990 to November 2008

Robert Tally Skills

Wealth Management

Portfolio Management

Asset Management

About Robert Tally's Current Company

Rockefeller Capital Management

Discover more about Rockefeller Capital Management

Frequently Asked Questions about Robert Tally

What is Robert Tally email address?

Email Robert Tally at [email protected]. This email is the most updated Robert Tally email found in 2026.

What is Robert Tally phone number?

Robert Tally phone number is +13215142295 and +16197098070.

How to contact Robert Tally?

To contact Robert Tally send an email to [email protected]. If you want to call Robert Tally try calling on +13215142295 and +16197098070. (updated on September 13, 2024)