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Biography

Robert is a Principal in the New York office and has more than twenty years of experience delivering wealth management services to high-net-worth clients.

Prior to joining Cerity Partners, Robert worked at EMM Wealth in its wealth advisory group, maintaining and servicing individual high-net-worth clients.

Education

  • B.S. in Finance from St. John’s University

Highlights

  • Chartered Market Technician
  • Certified Financial Technician
  • Member of the CMT Association

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By submitting the form, 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.