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Biography

Rob is a Principal in the Boston office. He is a member of the Wealth Management team, providing comprehensive financial planning and guidance to high-net-worth individuals, families, business owners and endowments with goals that range from capital appreciation to retirement planning to tax mitigation and many things in between.  

Prior to joining Cerity Partners, Rob was a Relationship Manager for Prio Wealth, a registered investment advisor in Boston. He began his career in financial services working for Fidelity Investments in Merrimack, NH, before relocating to Burlington and, ultimately, their Boston, Back Bay offices. 

In his spare time, Rob enjoys cooking, going to concerts, and spending time with his family. He lives in Needham, MA, with his wife, two children, and their rescued lab hound mix, Sunny. 

Learn more about my practice.

Education

  • B.S. in Economics from Northeastern University 

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.