"One of my proudest moments is when I've been able to be a lifeline to clients during some of the most challenging times in their lives. When an unfortunate life event happens to a person who always handled the finances and other family members suddenly have to take on that responsibility, it can be a daunting task, especially during a time of grief. Being the one they trust to guide them through it is a humbling experience."
Professional Summary
Rob began his career in late 2008, during the depths of the Great Financial Crisis. During his previous experience at a single-family office, he was responsible for all publicly traded equity, fixed income, and derivative investments. The experiences and knowledge he acquired during that time are paramount to how he thinks about investment management and planning today, which aims to benefit many types of clients. Rob earned an MBA, with a concentration in Investment Management, from the University of Notre Dame's Mendoza School of Business. A Naples native, he couldn't stay away for long. Rob and his wife Kate live in Naples where they are raising their two young children Elle and Graham, and the family's golden retriever, Nolen.
On a personal note...
Memorable Reads
The Power of Habit: Why We Do What We Do in Life and Business by Charles Duhigg and The Most Important Things: Uncommon Sense for the Thoughtful Investor by Howard Marks. The first book shines a light on the parts of our lives we can control like our habits, while the other brings clarity to the parts we cannot control, such as economic cycles. Understanding both helps us make better decisions in our personal and professional lives.
Favorite Charities
I serve on the board of directors at the David Lawrence Center, the leading mental health provider in Collier County. Mental illness touches everyone in some way — whether it's a family member, friends, or anyone we care about deeply. My wife and I also support Naples Botanical Garden, the Seminole Club of Naples, and Naples Zoo at Caribbean Gardens. My daughter loves feeding the giraffes pieces of lettuce. The zoo is celebrating 100 years as a local attraction, and it never gets old.
Frugal Foodie
One of my favorite meals is cheap pizza and great wine at home.
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
