Rob specializes in advising clients on asset allocation, portfolio construction and opportunistic investing. Prior to co-founding NewEdge Wealth, Rob was a Managing Director at UBS where he served on the UBS Financial Advisor Advisory Council as Head of the Intellectual Capital Subcommittee which helped guide the firm’s tactical investment process. He has worked in financial services for over 25 years holding prior positions as a Managing Director at Lehman Brothers and Executive Director at Morgan Stanley. Rob is a regular on CNBC and has appeared on Fox Business. He has been recognized by both Barron’s and Forbes as a Top 100 Financial Advisor.
Rob graduated from The Tepper School of Business at Carnegie Mellon University with a B.S. in industrial management and economics and an M.B.A. in finance and economics. He lives in New Canaan, CT. Rob enjoys time with his family, playing basketball, skiing and collectible automobiles. His philanthropic interests include Portfolios with Purpose and Filling in the Blanks.