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Our relationships with clients are based on trust and service. Trust is the reliance on the integrity, strength and ability of another. It is more than mere confidence or expectations of success. It is a duty to use best efforts to do what is fundamentally right for clients, and inspires us to continuously improve the depth of our knowledge. Service is the application of that knowledge, and goes beyond views to the market. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. Your selection of us as your Investment Advisor and financial consultant is the highest honor you can give us. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.
Investment Advisor Representative and member of the Investment Team
2011 – Present
2011 – 2016
Investment Advisor Representative
2010 – Present
Various roles with increasing responsibility, most recently Global Finance Analyst
Senior Auditor and Consultant
1991-1996, internship in 1990
Bachelor of Arts in Accounting
Chartered Financial Analyst – (CFA) is an international professional certification offered by the CFA Institute to financial analysts who complete a series of three examinations. To become a CFA Charterholder candidates must pass each of three six-hour exams, possess a bachelor’s degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience. CFA Charter holders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.
Securities Licenses: General Securities (Series 7), Uniform Combined State (Series 66)
Robert has no disciplinary information history to disclose.