Robert Margolies
Investment Portfolio SpecialistAfter 6 years of working at a hedge fund and family office, Rob joined Leeward Financial Group in 2024, in the Investment Specialist role. He holds a bachelor of Science in finance from Quinnipiac University.
On a daily basis Rob is focused on looking at new investment opportunities that would best fit clients needs. He also spends his days looking at current client investments and staying up on current market news that may impact a client’s portfolio.
Originally from New Jersey. He now lives in Loxahatchee with his wife Victoria and his daughter. In his free time he enjoys spending time with his family, fishing, and traveling.
