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...
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.
