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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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