Connect with Robert:

As an Investment Strategist, Rob works closely with our CIO on the strategy, management, and implementation of the firm’s holistic model portfolios. He also serves as an analyst on both of SWP’s equity strategies, covering a number of individual companies and sectors. Additionally, Rob creates custom investment strategies and is a designated portfolio manager for several clients. Rob is a member of SWP’s investment committee and is the firm’s head trader.

Rob joined the firm in 2018 after graduating from Ohio University, where he studied Business Economics and Finance. He is a Level 3 CFA candidate.

Rob lives in Lakewood and is a big Cleveland sports fan. He is also an avid golfer and enjoys travelling to ski and scuba dive.