Client Advisory


Robert Davis is a Partner in the New Jersey office, where he has over 20 years of experience in the financial services industry. His responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence, and product review.

Prior to joining Cerity Partners, Bob was a Partner and the Chief Investment Officer at Round Table Wealth Management, where he had been with the firm since 2006. In this role, he was responsible for overseeing investments and setting the firm’s investment style and strategy. Bob also served as the chair of the firm’s Investment Committee. Before joining Round Table, he served as Vice President of a single-family office with over $1 billion in assets and was responsible for investments in both traditional and alternative asset classes. Bob began his career at a New York-based boutique investment bank.

Bob enjoys playing competitive lacrosse, distance running and competing in triathlons.


  • B.A. from Southern Methodist University
  • MBA from Southern Methodist University


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

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