We Work Together

About Robert

• Objective:  To provide the best investment experience possible. My process starts by establishing finite risk controls and finishes with unparalleled service. This means every client has individualized, targeted investment options to ensure their goals are achieved. Our financial planning-based process uses open architecture investment tools coupled with innovative technology to eliminate surprises and produce successful client results.
• Snapshot: Robert brings 30 years of investment and client management expertise; at Merrill Lynch, he built a successful practice by developing a comprehensive wealth management program designed specifically for physicians and other professionals, focusing on their long-term goals and retirement needs.

Experience

• Vice President/Financial Consultant, Merrill Lynch, San Francisco, CA; trained financial consultants in the Mentors program, recognized with the President’s & Chairman’s Club Awards for his successful practice, received the Century Club Award multiple times
• Vice President/Investments, Lehman Brothers, San Francisco, CA
• Account Executive, Dean Witter, San Francisco, CA

Education

• University of New Hampshire, BS, Business Administration

Affiliations & Boards

• Board member and past Chairman of the Board, Wine and Food Society San Francisco
• National Member, Explorers Club
• Member, Golden Gate Angling and Casting Club
• Multi Year winner of the Five Star Wealth Manager Award
• FINRA Arbitrator