Chief Revenue Officer
In his current role as 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.
Prior to 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 Austin, Texas hill country, where he lives with his wife and their two children.
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