In 2021, Rob joined his Phoenix-based wealth advisory firm, Phoenician Wealth Management, with REDW Wealth, bringing more than 10 years of experience in the financial services industry. He has worked with individuals and small businesses to develop customized portfolio strategies, including those involving derivatives and transactions abroad on foreign exchanges. Rob acts as a wealth advisor to his clients by providing financial planning and investment management advice, and as the firm’s Co-Chief Investment Officer, his activities include research and investment analysis.
Masters of Investment Management and Financial Analysis from Creighton University’s Heider College of Business. Bachelor of Science in Business Administration from John Carroll University’s Boler School of Business, with a major in Finance.
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
Rob is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute and the CFA Society of Phoenix. He also is a Chartered Market Technician (CMT) charterholder and member of the CMT Association, as well as a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards (CFP® Board).
Rob currently serves as a board member for the Risk Management and Workers’ Compensation Trust Board of the City of Glendale, Arizona.