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Robert is a Wealth Advisor and Executive Director with J.P. Morgan Wealth Management. He joined Bear Stearns Private Client Services, which was renamed J.P. Morgan, in 2005. With more than 30 years of experience in the financial services industry, Robert focuses on providing investment services for high-net-worth individuals and their families. In addition, Robert works with businesses to provide employer-sponsored retirement plans. He can help provide asset allocation strategies for investment selections within qualified defined-contribution and defined-benefit plans.
Prior to joining the firm, Robert was a partner at Gibraltar Securities, now RBC Wealth Management, where he began his financial services career in 1981.
Robert received a B.S. in Economics from Fairleigh Dickinson University. Robert lives in Northern New Jersey with his wife and enjoys training for sprint triathlons.
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