Robert has 29 years of experience in the financial services industry. He has worked with a precious metals brokerage firm, a 3rd party investment management sales and marketing firm, investment advisory firms, and a major U.S. brokerage firm. Robert has extensive experience in all facets of investment management operations.
After starting his career in 1989 as a precious metals broker with ICA, he moved on to become VP of sales and marketing for an institutional 3rd party sales and marketing firm, representing multiple equity investment managers to the institutional market place. He also performed a similar function for several independent investment advisory firms before moving over to Charles Schwab’s Advisor Services where he performed trading and back office support for advisors using Schwab’s institutional platform. Prior to joining MWM, Robert worked with Chuck Deeds at Deeds Select Advisors as a trader and head of operations.
Robert graduated from the University of Denver with a Bachelor’s of Science in Accountancy; he is Series 65 licensed. He lives in Aztec, New Mexico where he enjoys competing in Triathlons and other outdoor pursuits.
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