Regional Portfolio Manager
Senior Vice President
Robert is a Senior Vice President and Regional Portfolio Manager with Seacoast Wealth Management. He brings over 25 years of experience in investment banking, emerging markets and equity research, which allows him to thoughtfully manage portfolios around each family’s unique investment needs and goals.
Prior to joining Seacoast, Robert was a Portfolio Manager at a fourth-generation family office in Connecticut, and a Senior Research Analyst at a New York-based wealth manager. He graduated from New York University’s Stern School of Business MBA program and Emory University’s Goizueta Business School with Highest Distinction Honors.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit