Client Advisory

Biography

Robert is a Senior Associate in the New York office. He works closely with advisors to provide customized investment solutions, tax and estate planning solutions, and other financial analysis to high- and ultra-high-net worth individual and families.

Prior to joining Cerity Partners, Robert served as a Vice President at a large national wealth management firm formerly known as KLS Advisors. He initially joined the firm as an Associate, where he handled day-to-day client operational needs and supported wealth advisors in their financial analysis.

In his spare time, Robert is an avid New York sports fan and enjoys traveling.

Education

  • B.A. in Economics, with a minor in Government, from Hamilton College

Highlights

  • Chartered Financial Analyst (CFA)
  • CFA Institute member
  • CFA Society of New York member

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By clicking “Submit”, 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.