Rob is the Chief Operating Officer at Clarfeld | Citizens Private Wealth, where he runs the day-to-day operations of the firm and leads several practice areas, including tax, personal financial management, institutional services, family office services and insurance. He is a member of the firm’s Executive Committee.
On a given day, Rob will work on an office reopening strategy, direct clients on decisions about home buying and discuss where the firm is making investments to ensure strong client service continues for years to come. As one of Clarfeld’s most prolific and successful financial planners, he works directly with the most sophisticated and complex clients to ensure they feel secure about their financial future. His expertise, built over 30 years in the industry, has been particularly valuable in recent times, as clients navigate new legislation and economic environments.
Prior to joining Clarfeld in 1990, Rob was a graduate of St. John’s University where he earned his Bachelor of Science degree in Accounting in 1990.
Rob brings a lot of energy to his work, but when he’s not in the office, he loves adventurous travel with his family. A music aficionado, he also enjoys many varieties of music including the one and only Boss, Bruce Springsteen.