Scott is always looking for new ideas and more innovative strategies to help clients achieve their goals, that can include structured note offerings and hedge fund custodial arrangements, when appropriate. Scott joined UBS in 2015 after spending 17 years at Credit Suisse. He focuses on financial planning, tactical investment management and client portfolio analysis for individuals and family offices.
“Our team embraces new thinking, creative ideas and innovation. I’m always striving to push through potential obstacles to open doors to solutions that can better serve our clients.” — Scott Rosenberg
Although his recommendations often reflect creativity and an “out of the box” point of view, Scott invests for his clients with the same care as he would for his own family—with prudence and a long-term perspective.
