Rob joined our team in 2016. As a professional market maker with over 20 years of experience in commodities trading, strategic planning and risk management, Rob served as an independent derivatives trader and a former partner at RTS Capital. Rob’s prior experience and extensive industry knowledge provide him with a fluent understanding of the financial markets and a long history of identifying and controlling risk.

 

A graduate of Skidmore College and University of Miami School of Law, Rob is an attorney (J.D.) and a member of the New York Bar. He is a CERTIFIED FINANCIAL PLANNER® professional and serves as an advisory representative of Winthrop Wealth, engaging with many of our clients to provide advice and service.

 

Rob is an avid tennis and paddle player. He and his wife Noelle have been married for over twenty years. They have three children who are very busy with school, sports, and dance. Rob enjoys coaching, being active and spending time outdoors with his family.

 

With a strong passion for investing and financial planning, Rob looks forward to building long-term relationships with families to help them pursue their financial goals.

 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.