Chartered Financial Analyst®
Rob serves as the Chief Investment Officer of Wealth Advisory Group, Inc.
Rob brings a strong understanding of the financial markets, financial analysis, and portfolio management to the Wealth Advisory Group and enjoys helping clients navigate the markets to find the best solutions for realizing their financial goals. As a member of the Investment Committee, Rob leads the investment analysis, portfolio construction and asset allocation for clients.
Rob joined Wealth Advisory Group in 2015 with over 30 years of experience in the investment business beginning his career with Fidelity Investments in Boston. In 1985, he moved to Philadelphia to work for Philadelphia National Bank, now part of Wells Fargo Bank. The following year he joined Delaware Investments where he focused on investment analysis, portfolio management and client servicing for both institutional and high net worth clients. In 2002, he continued his career with Nuveen Investments in a similar role.
Rob graduated from Union College with a degree in Economics in 1982 and competed at the intercollegiate level in Hockey and Lacrosse. He earned his Chartered Financial Analyst (CFA®) designation in 1994. He currently serves as the President of the CFA Society Philadelphia.
Rob and his wife, Fiona, have three children. Rob still plays hockey and enjoys golf and sailing.