Rob is a Partner at Transcend Capital Advisors. Prior to joining Transcend, Rob served as Senior Vice President at Merrill Lynch. He has over three decades of experience in portfolio management and wealth planning as a financial advisor serving high and ultra-high net worth individuals and families. Rob has been consecutively recognized by Forbes in its annual list of top advisors. He serves on several nonprofit finance and charity boards.
Rob holds a Bachelor of Science in Finance from Villanova University.