MBA, CFP®, CIMA®
Robert began his career in financial services as an intern with Merrill Lynch. After graduating, Robert worked for Citigroup Smith Barney, LPL Financial, Wells Fargo, and Great Lakes & Atlantic. He held many different positions in each firm, such as Compliance Officer, Team Lead, and Director of Operations.
In 2018 Robert founded Uptown Partners. The firm provides advisory services to individuals and small business, in addition to consulting services for other independent firms. In 2022 Robert founded IA Network, an investment advisory firm platform that consists of several independent practices.
Robert received a BS degree in Business Administration from the University at Buffalo. In 2014, Robert returned to school to obtain an MBA focused on real estate development and finance from the University of North Carolina at Charlotte. In the summer of 2018, Robert obtained the CFP® Designation. Later in 2021 he obtained the CIMA® Designation.
In his spare time Robert enjoys traveling, staying active, and being involved in the community. He currently serves on the Alumni Board for University of North Carolina Charlotte, is an active member of YAM, Young Affiliates of the Mint, at the Mint Museum, and recently joined the Charlotte Running Club.