Client Advisory


Robert is a Principal in the New York office, where he plays an integral role in client service and firm operations. He is responsible for handling thousands of transactions every year for all clients across multiple platforms.

Prior to joining Cerity Partners, Robert served as a Vice President, Operations Manager at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. In this role, he was responsible for ensuring the accuracy and integrity of business office operations.


  • B.S. in Business Administration from Colby-Sawyer College

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