Robert is a Partner in our Boston office with more than thirty years of experience developing and implementing fully-integrated customized plans for individuals and families. He works proactively with his clients on a myriad of tax, estate and other planning strategies and integrates solutions around clients’ investment objectives.
Prior to joining Cerity Partners, Robert was the Director of Wealth Strategies for Bainco International Investors, where he led the firm’s wealth consulting services. Earlier in his career, he served as Vice President of Financial Planning for Pell, Rudman, working closely with clients and their advisors to prepare and execute solutions that addressed their financial planning concerns.
Robert earned his Bachelor of Science degree in Finance and Investments from Babson College. He is a Certified Financial Planner (CFP®) and an Investment Advisory Representative. He has received the Five Star Wealth Manager Award from 2013-2020.
Robert has served on the boards for the MetroWest Boys and Girls Club and the Citizens Scholarship Foundation.
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