Robert Karofsky

Corporate Officer/Principal at UBS GROUP AG

Net worth: 20 M $ as of 2026-05-30

59 year

77 connections

Finance

Consumer Services

Miscellaneous

Profile

Mr. Robert B. Karofsky is a Co-President Global Wealth Management at UBS Financial Services, Inc., a President-Investment Bank at UBS AG, a Group Managing Director at UBS Securities LLC, a President at UBS Americas, Inc., a President at UBS Investment Bank and a President at UBS Investment Bank AG.
He is on the Board of Directors at UBS Americas Holding LLC and UBS Optimus Foundation.
He jointly manages Global Wealth Management across all regions to ensure an unparalleled global offering for our wealth management client franchise.
As President UBS Americas, he is responsible for the cross-divisional collaboration and represents the Group to the broader public in the Americas.
Mr. Karofsky was President Investment Bank from 2021 to June 2024 and previously Co-President Investment Bank from 2018 to 2021.
Before that he was President UBS Securities LLC from 2015 to 2021.
He reshaped the Investment Bank business division, realigning efforts around clients’ evolving needs, focusing resources on opportunities for profitable growth and reinvesting in UBS’s digital transformation.
Before joining UBS, he acquired know-how in investment banking as an analyst and trader, working for various financial institutions, including Morgan Stanley, Deutsche Bank and AllianceBernstein.
He received his undergraduate degree from Hobart & William Smith Colleges and an MBA from The University of Chicago Booth School of Business.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
UBS GROUP AG 0.01%	2024-12-30	424,520 ( 0.01% )	20 M $	2026-05-30

Robert Karofsky active positions

Companies	Position	Start
UBS GROUP AG	Corporate Officer/Principal	2012-12-31
UBS	Corporate Officer/Principal	2018-09-30
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	President	2014-12-31
UBS Americas, Inc. UBS Americas, Inc. Investment ManagersFinance Provides asset and wealth management & investment banking advisory services	President	-
UBS Investment Bank AG UBS Investment Bank AG Investment ManagersFinance Offers wealth management, investment banking, asset management and business banking services to clients	President	2021-03-30
UBS Investment Bank UBS Investment Bank Investment ManagersFinance Provides wealth and asset management & investment banking services	President	-
UBS Americas Holding LLC UBS Americas Holding LLC MiscellaneousMiscellaneous Functions as an investment holding company	Director/Board Member	-
UBS Optimus Foundation	Director/Board Member	-
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	President	2024-06-30

All active positions of Robert Karofsky

Former positions of Robert Karofsky

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Training of Robert Karofsky

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Linked companies

Private companies	13
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
UBS Americas, Inc. UBS Americas, Inc. Investment ManagersFinance Provides asset and wealth management & investment banking advisory services	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
UBS AG UBS AG Investment ManagersFinance Provides financial advice and wealth management services	Finance
UBS Group AG UBS Group AG Investment ManagersFinance Provides private wealth management, advisory, investment and corporate banking & asset management services	Finance
Deutsche Bank (Suisse) SA Deutsche Bank (Suisse) SA Investment Banks/BrokersFinance Provides banking services	Finance
Hobart & William Smith Colleges Hobart & William Smith Colleges Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
UBS Investment Bank AG UBS Investment Bank AG Investment ManagersFinance Offers wealth management, investment banking, asset management and business banking services to clients	Finance
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
UBS Optimus Foundation
UBS Americas Holding LLC UBS Americas Holding LLC MiscellaneousMiscellaneous Functions as an investment holding company	Miscellaneous
UBS Investment Bank UBS Investment Bank Investment ManagersFinance Provides wealth and asset management & investment banking services	Finance
AllianceBernstein Schweiz AG