About Robert
Robert is responsible for investment management, financial planning, and client service.
Education and Professional Milestones
-Benedictine University – bachelor’s degrees in finance and in management and organizational behavior
-Is a CFA® charter holder and a member of the CFA Society of Chicago
-Joined Focus Partners Wealth through the firm’s merger with Mid-Continent Capital
-Has also held financial services roles, first for Northern Trust and then Fiducient Advisors and Altair Advisers