Robert is a Wealth Advisor in our New York City office. He manages institutional and private client relationships. He previously worked at legacy firm Inverness Counsel, joining the firm in 1993. Prior to that, Robert worked at White Oak Capital Management and was an investment officer at the Bank of New York.
Robert earned a BA from the University of Utah and an MBA from New York University. He serves on the finance committee of his church in Dutchess County and the Board of Managers for SymbioCelltech and is an emeritus trustee for the Putnam County Land Trust.