Client and Corporate Services

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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