Rob is a Director, Wealth Advisor for Cresset. Rob works with clients to deliver tailored investment solutions and keeps them well informed along the way. He is committed to providing the full resources of the firm to help clients achieve their financial and lifestyle goals.
Rob has spent most of his career working with high-net-worth families, most recently with Altrius Capital Management in North Carolina. Prior to that, he worked for Bernstein Global Wealth Management in New York. In both roles Rob was responsible for advising on asset allocation, portfolio analytics, and building customized financial plans.
Rob is a CFA® Charterholder and has a Bachelor of Science degree in Finance from Virginia Tech. In his free time Rob enjoys spending time with friends and family, cooking, and sports. He lives with his wife and 4 kids just outside of West Palm Beach.