- CFA Society Cleveland
- Financial Planning Association® (FPA®)
- Chartered Financial Analyst® (CFA)
- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
- FINRA Series 7 and 66 Registrations
- Bachelor of Science in Finance, University of Dayton
"We're not just picking winners."
Numbers and statistics are Rob's business. He funnels through the thousands of financial products in the marketplace, analyzing the information in a way that's personal for Capital Advisors' clients. From looking at the short- and long-term data to meeting with fund managers, his insight helps the firm narrow in on the right products for client portfolios.
"We have to filter the noise."
"Educate and educate some more," is Rob's go-to motto when helping clients gain confidence in their decisions. He strives to provide all the knowledge he can about a recommendation, especially the "what" and the "why" behind an investment.
"There's an art to the game."
Rob is a born and bred Clevelander with a true love for the city he calls home. As a Guardians season ticket holder, he appreciates not only the sights and sounds of the game – but also the analytics behind it; how a team with limited financial resources can successfully deliver a winning season. The underdog story is one he loves to tell.