Robert Gach is a Senior Vice President-Investments, Wealth Advisor and a Senior Managed Accounts Consultant with UBS Financial Services Inc. in Beverly Hills. Robert provides wealth management services for affluent individuals and non-profit entities. Robert’s knowledge of financial planning, asset allocation, estate strategies, philanthropy planning, and the investment process, allows him to work closely in fee-based investment advisory relationships with his clients. Mr. Gach is a Wealth Advisor and a UBS Senior Managed Accounts Consultant as well as a Portfolio Manager in the UBS Portfolio Management Program. Additionally, he is a member of the Investment Management Consultants Association and a Certified Investment Management Analyst.
A native Angelino, Mr. Gach attended the University of Southern California where as an interdivisional scholar, received a B.A. degree Magna Cum Laude in Economics, Philosophy and International Relations . He was also elected to the Phi Beta Kappa and Phi Kappa Phi Honorary Societies. He went on to receive an M.B.A. from the Marshall School of Business at the University of Southern California in Finance and Marketing and while there pursued additional studies at the Law Center. Additionally, in conjunction with the Wharton School at the University Of Pennsylvania, he received the designation of Certified Investment Management Consultant. Prior to entering the securities industry Robert worked in public affairs, as a legislative analyst and in the entertainment business.
Over the last decade, Robert has served and continues to serve on the boards of a number of non-profit community organizations. Currently, he chairs the Investment Committees of two major Los Angeles non-profit institutions and is a Past Chairman of the Board and President of the University of Southern California Hillel Foundation. He lives in Los Angeles with his wife, Tracy Bechtold, a non profit professional.