Portfolio Design Director
Rob is an Investment Advisor Representative who has been in the investment industry for nearly 10 years, holds his Series 7 and Series 66 licenses, and is currently working on obtaining his Certified Fund Specialist (CFS) designation from the Institute of Business & Finance. He specializes in asset management and is instrumental in working with Phil in order to build and monitor personalized investment portfolios for clients. He received his Bachelor’s degree from Roosevelt University where he majored in economics. Studying economics during the Great Recession gave him the unique opportunity to apply economic theory to current real-world events and he quickly developed a passion for macroeconomics and its effects on markets. In his free time Rob enjoys various outdoor activities and can often be found going on hikes with his wife, Lauren, and their dog Charlie.