Rob is Senior Vice President. Along with conducting research and providing guidance, Rob supports the daily operations of the team. He holds Series 7, 63 and 66 certifications. Rob has 25 years of experience as a Bank Trust and Estate Officer, primarily with Chase Bank, and more than 20 years of experience in the securities industry.

Rob lives with his wife Lisa in Southport, Connecticut. He has a son and daughter and enjoys spending time with them as well as with his granddaughter. Rob and his family support the Southbury Training School Foundation and the Marcus Autism Center in Atlanta, Georgia.