Head of Wealth Management & CRO
In his current role as Head of Wealth Management and Chief Revenue Officer for Realized, Rob is responsible for directing sales and business development efforts for the firm. As head of sales for Realized, Rob is dedicated to ensuring a positive client experience throughout their long relationship with the firm.
Before joining Realized, Rob was SVP of Wealth Management at Kestra Financial. As a member of the senior management team, Rob was responsible for directing business development, leading due diligence, setting the strategic direction for investment products, and spearheading the RIA platform
Prior to Kestra Financial, Rob held senior management positions at Voya Financial Advisors, Lincoln Financial Network, Hartford Life, Infinex Investments, and Swiss RE. Rob has been a strong supporter of the Institute for Portfolio Alternatives (IPA) for several years and currently serves as a Director on the IPA Board.
Rob earned a B.S. in Finance from the University of Connecticut. He has his Series 6, 7, and 63 securities licenses and maintains the Associate Annuity Product Administration (AAPA) and Chartered Mutual Fund Counselor (CMFC) designations.
In his spare time, Rob is actively engaged in spending time with his family, coaching youth sports, and exploring the Texas hill country, where he lives with his wife and their two children.
Life & Health AdvisorAug 2, 2021
RealizedJul 27, 2021
The StreetJun 21, 2021
Rob's ArticlesAll Articles
The IRS Extended The 1031 Deadline, But Should You Wait?
Late in the week of April 6th, the Internal Revenue Service (IRS) extended the deadline for 1031 like-kind exchanges for those falling between April 1 and July 15, 2020. This was in response to the COVID-19 virus and the difficulty ...