Overview

Rob is a Portfolio Manager, Investment Advisor and Trustee for individual and family relationships at the firm. As a retirement account specialist, he works with clients to build optimal savings and spending strategies to complement their full financial plan.

He also serves as a securities analyst as part of the Investment Committee. In addition to his client-facing roles, Rob serves as the firm’s Chief Information Officer, coordinating and overseeing the essential data infrastructure on which Northeast operates.

Rob has over twenty years of financial services experience, previously working in IRA services and accounting. Before joining Northeast, he worked at Boston Financial Data Services.

Rob lives in Quincy, Massachusetts with his family and has been with Northeast since 2000.

Education & Certifications

Trinity College, B.A. – 1998

CERTIFIED FINANCIAL PLANNER
Certified IRA Services Professional