Rob, a CFA® charterholder, is responsible for the management of the firm’s Tactical Core US Equity Strategy. In addition, he is co-chair of the firm’s Asset Allocation Committee and provides support to the firm-wide investment process, including both fundamental and technical research.
Rob has over 35 years of experience implementing investment policy, constructing portfolios and counseling individuals, families, endowments and foundations. His sound work has earned him a place on Barron’s list of Top Financial Advisors multiple times.
Prior to joining FLP, Rob gained a broad range of experience in equity, fixed income and commodities trading – as well as corporate and public finance – as a member of E.F. Hutton’s Principal Training Program. He spent two years after completing that program as an institutional equity trader for both E.F. Hutton and Montgomery Securities.
Rob has been involved with several Maine non-profit organizations over the years and was a co-founding board member of the CFA Society Maine. He currently sits on the investment committees of the Maine Community College System and The Mitchell Institute.
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