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Robert Davis, CAIA, CFA, MBA

Partner

Westfield

Client Advisory

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.

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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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