About
Robert
Robert is responsible for investment management, financial planning, and client service.
Education and Professional Milestones
-Benedictine University – bachelor’s degrees in finance and in management and organizational behavior
-Is a CFA® charter holder and a member of the CFA Society of Chicago
-Joined Focus Partners Wealth through the firm’s merger with Mid-Continent Capital
-Has also held financial services roles, first for Northern Trust and then Fiducient Advisors and Altair Advisers
Robert is responsible for investment management, financial planning, and client service.
Education and Professional Milestones
-Benedictine University – bachelor’s degrees in finance and in management and organizational behavior
-Is a CFA® charter holder and a member of the CFA Society of Chicago
-Joined Focus Partners Wealth through the firm’s merger with Mid-Continent Capital
-Has also held financial services roles, first for Northern Trust and then Fiducient Advisors and Altair Advisers