Robert Bosco, CFP® in

Robert Bosco, CFP®

Critic · DISC type C
Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager at UBS
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
37 Years
Current Role
Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

How Robert shows up

Critic
ROI Driven
Objective Thinker

They are quite likely to negotiate on pricing or other key terms. They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Robert cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2004
Senior Vice President - Wealth Management, CFP®, Senior Portfolio Manager
UBS
10-1996 - 10-2004
Senior Vice President, Investments
Morgan Stanley Investment Management
1994 - 1996
Financial Advisor
Prudential Securities
9-1992 - 9-1994
Sales Representative
Arjo-Century Distributing, Inc.
1990 - 1992
Sales Representative
Pitney Bowes
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2008
Certified Financial Planner
Center for Financial Planning
1984 - 1988
B.S./B.A
Isenberg School of Management, UMass Amherst
Education details unavailable
Winchester High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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