As an Executive Director at Morgan Stanley, Robert has over a decade of experience in helping high net worth individuals and family clientele shape and implement their overall asset allocation strategies and over 17 years in the financial services industry.
In his role as a Morgan Stanley Family Wealth Advisor ̶ a designation awarded to Financial Advisors who have undergone specialized training and who have demonstrated the ability to help high net worth families ̶ Robert works with families to develop comprehensive financial plans that incorporate family values and dynamics, education, wealth transfer, asset protection, and business succession planning. In addition, he is an Executive Financial Services Director, who has vast subject matter knowledge in delivering specialized services to, among others, corporate executives and board members of public companies.
Robert has been named to Forbes “America’s Top Next-Generation Wealth Advisors” in Forbes 2017, 2018, 2019, 2020, and 2021 edition. He has also been named to Forbes "Best-In-State Wealth Advisors" 2021 and 2022 edition.
Robert began his career at Credit Suisse First Boston in the Investment Banking division as a financial analyst in the Financial Sponsors / Leveraged Finance Group in New York. He spent the next four years investing in credit and private lending for two credit-focused hedge funds and two years at a long/short equity hedge fund based in Los Angeles and New York. He started his wealth management career at Merrill Lynch before ultimately being recruited to Morgan Stanley in 2014.
Robert is a graduate of Brown University with a Bachelor of Arts degree in Business Economics. He is an active member of the Brown University Alumni Committee, currently serves on the Woodberry Forest School Advisory Council and the Associate Board of the Cancer Research Institute. He and his wife, daughter, and dog reside in Manhattan.
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