Robert joined the Personalized Investment Strategies Group of Raymond James & Associates as an Investment Portfolio Associate. He began his career as client associate at JPMorgan Wealth Management where he catered to ultra-high net worth clients.

Robert is responsible for gathering information and analysis for the team’s technical trading strategies. He also supports the team by providing first class account maintenance and customer service to high-net worth individuals and institutions.

Robert graduated from Cornell University with a B.S. in Industrial and Labor Relations and a Minor in Business. He holds Series 7 and 66 securities licenses.

Robert lives in Lloyd Harbor, NY and enjoys the beach, boating, and travelling. Robert is actively involved in Cornell’s Tradition Fellowship.