Meet Robert
I am an experienced and dedicated trusted advisor in all financial matters. My approach is simple but effective – your needs come first. I do not sell products, manage assets, or charge based on your portfolio’s value. Instead, I operate on a transparent fee-for-service model, ensuring all advice that you receive is aligned with your best interests. As a fiduciary, I am legally bound to provide unbiased guidance to help you reach your goals. My comprehensive services cover retirement strategies, tax optimization, investment advice, and debt management. I will involve you in decisions so that you feel confident and empowered at every step. Together, we will create a clear roadmap for your financial future, tailored to your goals and circumstances.
Education
I graduated from King’s College London and earned my Associate designation from the Institute of Investment Management & Research in 1999. Following that, I pursued the Chartered Financial Analyst (CFA) designation in 2003 and later completed the Certified Financial Planner (CFP) certification program at Florida State University in 2010, meeting the rigorous educational, exam, experience, and ethics standards set by the CFP Board.
In 2019, I furthered my education by obtaining an MBA from Michigan State University. My commitment to staying abreast of industry advancements led me to pursue the CFA’s Certificate in ESG Investing in 2022, reflecting my dedication to helping clients navigate environmental, social, and governance considerations.
Most recently, I bolstered my expertise in tax by successfully passing the IRS Special Enrollment Exam (SEE Part 1 – Individuals). My diverse skill set enables me to provide comprehensive financial guidance tailored to each client’s unique values and priorities.
Experience
Throughout my nearly three-decade tenure in investment management, I have embraced varied roles, each with its own unique set of challenges.
As the Director of Investments at Market Street Trust Company in Portsmouth, NH, I had the privilege of assisting families from diverse backgrounds spanning various ages, financial standings, educational backgrounds, and personal lifestyles. I successfully guided investment strategies for my clients, managing $2.2 billion across various asset classes.
Prior to this, I devised a portfolio risk assessment methodology at the Financial Services Compensation Scheme in London, UK and at Gerrard Limited, I refined investment strategies and enhanced manager selection processes.
Throughout my journey as a financial steward, I have remained committed to fostering excellence, driving innovation, and making prudent decisions in navigating the intricacies of the financial landscape.