Since joining REDW Wealth in June 2013, Robert has provided investment analysis, portfolio management, trading, and wealth management services as an analyst for a wide range of clients. Robert has specialized training and experience in fraud and forensics. A registered investment advisor, Robert holds the Series 65 securities license and is a voting member of the REDW Wealth Investment Committee.
In addition to management and oversight of trading, Robert is responsible for research, investment analysis, portfolio management, and asset allocation.
Master in Business Administration with a concentration in Finance from the University of New Mexico
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
Robert is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and an Accredited Investment Fiduciary (AIF®).