Life is a journey
INVESTING IS A DESTINATION
Rob serves as the Chief Investment Officer and Senior Vice President for Integrated Financial Partners, Integrated Wealth Concepts, and Integrated Family Office. He is a member of IFP’s senior executive management team and the Chairman of Integrated’s Investment Committee, Advisory Council, and Oversight Board. In his roles, Rob leads the conception, design, construction, operation, delivery, support, and evolution of Integrated’s enterprise-wide, institutional-quality investment management solutions.
Rob and his team:
Focus their efforts on macroeconomic, monetary, capital market, and investment manager research and due diligence,
Engage in portfolio construction, management, trading, monitoring, and evaluation,
Provide ongoing, custom-tailored investment management solutions for high net worth relationships larger than $15 million.