From a young age Robert has been fascinated with financial markets. He is focused on helping clients acquire, grow, and preserve assets on the portfolio management side of the business.

Robert has dedicated himself to understanding how technology will shape the future of the wealth management. Using big data, and advanced analytics he combines strong financial acumen with computer skillsets to create the wealth management experience of tomorrow. He became an advisor to help people put all the pieces together and make more informed decisions with their financial future. He takes a holistic client-centric approach to wealth management and assists clients with developing bespoke wealth management plans. He uses his passion for the markets and technology to drive efficiencies in the wealth management process for clients.

Robert earned an MBA and a B.S. in finance from the University of Dayton. Prior to becoming a co-founder and managing partner at Fairway, Robert co-founded The M Group at UBS where he focused on investment portfolios as a financial advisor. Prior to UBS he worked as an analyst in the Private Banking and Investment Group at Merrill Lynch out of Chicago. When Robert is not in the office, he enjoys playing golf and squash. Robert resides in Newport Beach, California.

Phone : 630.621.0086
Email : robert@fairwaycapadvisors.com
Social: LinkedIn