Robert is part of the Advisory Team at TMD, working with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs. He has a passion for gaining a deep understanding of client’s motivation to help them meet their financial goals.
Raised in the New York Metropolitan area, he is a graduate of The College of New Jersey where he earned a Bachelor of Science in International Business with a concentration in Finance. He also spent time studying International Finance at Goethe University in Frankfurt, Germany. He is a CERTIFIED FINANCIAL PLANNER™ professional. An industry veteran, Robert spent much of his career in Manhattan with UBS advising clients on their investments, most specifically corporate stock options and the fixed income markets. Outside of the office Robert enjoys exploring his new home state of Arizona.
Primary Duties at TMD Wealth Management