About Rob
For nearly 30 years, Rob has focused on providing investment management, financial counseling, and tax planning to clients.
Education and Professional Milestones
-Bryant College - BS in finance
-Northeastern University Graduate School of Professional Accounting - MS in taxation
-Has worked at a Boston-area firm providing tax, estate, and financial services to high-net-worth individuals
For nearly 30 years, Rob has focused on providing investment management, financial counseling, and tax planning to clients.
Education and Professional Milestones
-Bryant College - BS in finance
-Northeastern University Graduate School of Professional Accounting - MS in taxation
-Has worked at a Boston-area firm providing tax, estate, and financial services to high-net-worth individuals