Rob is a Wealth Advisor and part of the High-Net-Worth team that caters to clients with $4 million or more investment assets.
Prior to joining the firm, he worked at Shepherd Financial Partners, where he supported clients with comprehensive financial planning, investment management, and advisory services. He began his career at Brown Brothers Harriman as a Client Account Manager within the Global ETF Services team, gaining valuable experience in operations and client service.
Rob graduated from Endicott College with a degree in Finance. He is a CERTIFIED FINANCIAL PLANNER® practitioner. Driven by a passion for helping individuals better understand and manage their finances, Rob focuses on creating well-structured plans that provide clients with confidence and peace of mind.
Outside of work, Rob is an avid Boston sports fan and enjoys playing golf, traveling, and spending time with his wife, family, and friends.