Rob works closely with his clients and is active in developing and implementing wealth management strategies that fit their diverse needs. He works with the Beaumont Investment Committee and other members of the wealth management team to remain current on firm investment concepts and to share his approach. He has been with the firm since 2013 and is based in Texas.
Rob has been in the financial services industry since 1988. He started his career on the trading floor of The Chicago Mercantile Exchange and The Chicago Board of Trade. Rob worked for Morgan Stanley Dean Witter before joining Fidelity Investments, where he worked for 17 years and held several Vice President positions. Rob is a graduate of Indiana University with a major in Business. He also earned an MBA from The University of Illinois in Chicago. He is a Certified Financial Planner (CFP®) and a Chartered Market Technician (CMT).