Rob is responsible for leading the Retirement Plan Consulting practice of the company. He specializes in providing customized solutions for plan sponsors of corporate and tax-exempt retirement plans, with a specific focus on creating a prudent fiduciary process. Rob has over 20 years experience and is well recognized in the industry for his investment manager due diligence combined with his consulting expertise.
Most recently, Rob was a Consultant for Fiduciary Investment Advisors (FIA), where he managed a book of retirement plan clients and helped to grow the firm’s Boston Office. Prior to working at FIA, Rob spent 16 years at Cammack LaRhette Consulting as the Vice President of Investment Services. At Cammack, Rob was responsible for developing and maintaining the company’s comprehensive investment due diligence process.
Rob is a graduate of Northeastern University, where he earned a Bachelors in Arts and Science in Marketing. He is currently a Level II Candidate in the CFA Program and has earned the Chartered Retirement Plan Specialist designation from the College of Financial Planning. Rob was recognized by PLANSPONSOR in 2010 & 2012 as one of the Top 100 Retirement Plan Advisors.Visit my LinkedIn page