Rob is an experienced financial expert and entrepreneur, currently serving as the CEO, Managing Partner, and Co-Founder of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. With over two decades of experience in the financial industry, he has established himself as a respected leader of investment strategies and wealth management.
Rob began his career as a financial advisor at Morgan Stanley, where he honed his skills in portfolio management and asset allocation. He then was a Managing Director at Lehman Brothers where he ran a prominent family office business for the firm. He later joined UBS Financial Services as a Managing Director and Head of the Intellectual Capital Subcommittee, helping guide the firm’s tactical investment process for wealthy families and institutional clients. In 2020, Rob began a new adventure and co-founded NewEdge Wealth with his three partners. Under his leadership as CEO, the firm has prospered and grown at a rapid pace.
Rob is a frequent commentator on financial and economic issues, and his insights have been featured on CNBC, Fox Business, and Bloomberg TV, among others. He has been recognized by both Barron’s and Forbes as a Top 100 Financial Advisor and is in high demand to speak at industry events and conferences around the country.
Rob graduated from The Tepper School of Business at Carnegie Mellon University with a Masters in Business Administration in Finance and Economics and a Bachelor of Science degree in Industrial Management and Economics. In his spare time, he enjoys spending time with his family, playing basketball, skiing and collectible automobiles. His philanthropic interests include Portfolios with Purpose and Filling in the Blanks.