Rob and his team work with individuals and family offices to create highly customized, comprehensive wealth management solutions. He enjoys helping his clients navigate the complexities of the financial markets and providing strategies that are tailored to their needs and objectives. He specializes in asset allocation and portfolio management, utilizing equity, fixed income and alternative investments to balance risk, returns and liquidity.

Before joining Alex. Brown – Raymond James, Rob was a vice president of investments at UBS Private Wealth Management, a vice president at the JP Morgan Private Bank and a vice president at JP Morgan Securities. He earned a bachelor’s degree in finance from Bloomsburg University.

Rob is a West Chester, PA, native, he lives with his wife, Kelly, and their three children, Shaun, Rylie and Tatum.