Robert Lombardi

Executive Director, Tax Operations, UBS/Credit Suisse

Robert Lombardi is an Executive Director in Tax Operations at UBS / Credit Suisse in New York, NY. He is responsible for the Wealth Management (Americas) and Investment Banking Tax Operations functions at UBS and has also maintained responsibility for the Credit Suisse Investment Banking Tax Operations function at Credit Suisse as both firms proceed with the merger announced in 2023.

Robert has served in the financial services / brokerage industry for over 30 years, all in Tax Operations. Prior to joining Credit Suisse, Robert worked at Lehman Brothers and Prudential Securities.

Robert holds FINRA Series 99 license and received his BA in Business Administration from Pace University in New York City.