Rob joined the team in 2022 with three decades of experience in the capital markets industry, most recently spending four years as a Senior Financial Advisor at Merrill Lynch.
After starting his career as a small cap equities analyst with Grandview Partners, LLC, Rob spent 13 years at Sanford C. Bernstein & Co, LLC, providing research coverage to many of the firm’s largest institutional clients. He has also worked at Sector & Sovereign Research, LLC, a boutique research firm founded by former Bernstein analysts, and at Buckingham Research Group, where he opened and managed the firm’s Boston office.
Rob is a graduate of both Avon Old Farms School and Yale University and remains actively involved with both institutions. He served as the Sports Editor for the Yale Daily News and is currently the Chairman of the Avon Old Farms National Alumni Council.
Previous Experience
- Partner at Buckingham Research Group
- Partner at Sector & Sovereign Research, LLC
- Director, Institutional Sales at Sanford C. Bernstein & Co, LLC
- Small Cap Equities Analyst at Grandview Partners, LLC
Education & Credentials
- BA, Yale University, Political Science
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
