About Robert

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.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.


Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now

Is the mighty U.S. dollar weakening?

November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.