As a Retirement Plan & Institutional Advisor, Rob is a fiduciary partner to institutions, businesses, and their employees. He is responsible for retirement plan design and administration, crafting investment policy statements and managing portfolios to the set goals, and handling service and education for the employees of business and institutional clients. With over 10 years of industry experience, Rob has an extensive knowledge of client counseling, investments, and regulations affecting retirement plans and investments for businesses and non-profit entities.
Prior to joining JFS in 2023, Rob began his career at Capital Group where he serviced client retirement accounts and acted as a consultant supporting Financial Advisors in portfolio construction, weathering market volatility, and helping their clients stay the course to reach long-term goals. He then spent four years at Merrill as a Financial Advisor with a focus on bringing Financial Planning and Goals-based Investing to individual, business, and institutional clients.
Rob graduated form West Virginia University with a Bachelor of Sciences in Marketing with a specialization in Professional Sales. Rob holds the Certified Investment Management Analyst® (CIMA®) designation, the Accredited Investment Fiduciary® (AIF®) designation, has passed the FINRA Series 6, 7, 63 & 65 exams, and holds Life & Health Insurance licenses through the state of Pennsylvania.
Rob, his wife, and their goldendoodle live in Pittsburgh, PA. They are often found enjoying live music, good Italian food, and spending time exploring the hills through Pennsylvania and West Virginia.
