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Biography

Robert Davis is a Partner in our Westfield, NJ practice. He is a member of the Wealth Advisory team, focusing on investments, estate planning, and tax strategies for current and former business owners.

Prior to joining Cerity Partners, Robert was a Vice President with a large, single family investment office with responsibilities for private investments.

In his spare time, Robert enjoys skiing and boating in the Adirondacks with his wife and two children.

Learn more about my practice.

Education

  • BA History Southern Methodist University, 1992
  • MBA Cox School of Business, Southern Methodist University, 1997

Highlights

  • Chartered Financial Analyst®
  • Chartered Alternative Investment Analyst (CAIA)

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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.