Senior Wealth Advisor
Phone: (617) 745-0900 x125
Fax: (617) 745-0910
Rob is a Senior Wealth Advisor at PRW Wealth Management LLC. His primary focus is advanced planning and investment management for high net worth individuals and families. Prior to joining PRW, Rob held senior positions as the Chief Investment Officer at a registered investment advisory firm and as an Executive Director at J.P. Morgan Private Bank. Rob has a passion for writing, investing and planning and has contributed to articles in Fortune, Forbes, US News & World Report, and Fiduciary News.
Rob earned a B.S. in Finance from Providence College and an MBA (Finance) from Babson’s F.W. Olin Graduate School of Business. Rob also holds a Certified Investment Management Analyst (CIMA®) designation, a Certified Market Technician (CMT®) designation and is currently pursuing his Certified Financial Planning (CFP®) designation.
He remains an active alumnus and has held several Providence College alumni leadership positions including a long tenure on the Providence College Business School Advisory Council. Rob is a member of the Boston Estate Planning Council and is on the Board of Trustees of the Norwell Visiting Nurse Association. He lives in Hingham MA with his wife and children where he is active in volunteer work and coaching.