Robert Genereaux, CFP®

Investment Trader

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.


Central Michigan University

BA, Finance, Minor in Accounting

BA, Personal Financial Planning



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