,CFP®
Robert serves high-net worth individuals, families, non-profit organizations, corporations and others seeking wealth management and portfolio management expertise.
What do you value most in your client relationships?
When my clients call me first if there is a problem or concern about their financial lives.
What’s the one thing people say you’re best at?
Clients have indicated that I have extreme patience in explaining financial and investment planning concepts to them.
What do you enjoy most about working at Modera?
I enjoy the work/life balance that Modera offers.
How do you do good in your community?
I live in Ridgewood so I volunteer on the board of our travel soccer team. I also coach baseball. I am the treasurer of the Ridgewood Chamber of Commerce and participate on the chamber’s scholarship committee.
CERTIFIED FINANCIAL PLANNER®
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