Rob works closely with clients, helping individuals and families preserve and grow their wealth through comprehensive, individual financial planning, tailored portfolios and tax and estate planning. He also serves on the Beaumont Investment Committee. Prior to joining Beaumont in 2010, Rob spent over a decade with Fidelity Investments. He earned a BA in economics from Tufts University, an MS in Finance from Suffolk University’s Sawyer School of Business, and a JD (cum laude) from Suffolk University. He is a member of the Massachusetts Bar Association and the Boston Estate Planning Council.