Robert is responsible for the daily trading execution of all trade related orders provided by the Wealth Advisors and Analyst teams. He also ensures the firm’s ongoing maintenance of our trading systems compliance with each of the custodial relationships we serve.
Outside of work, Robert enjoys spending time outdoors and on the water. Robert and his brother spend many hours fishing the Michigan lakes and upgrading their fishing boat. Robert enjoys all things Ann Arbor, especially its sports teams and attending college football and basketball games.
Education
Central Michigan University
BA, Finance, Minor in Accounting
BA, Personal Financial Planning
Experience
2020-2021
Finance Intern
Retirement Income Solutions
2019
Teller/Customer Service Representative
Bank of Ann Arbor
2017-2018
Finance Intern
Foresight Capital Management