Designations and Licenses
Rob is a Certified Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ professional and a Certified Mutual Fund Specialist.
Experience and Education
As managing director, Rob uses his more than 20 years of wealth management and investment experience to provide strategic insight to his team, clients and business partners. Prior to Mariner Wealth Advisors, he held positions with U.S. Trust Company, State Street Bank and another independent RIA. Rob is a member of the Financial Planning Association, the CFA Institute and the Institute of Business and Finance.
He has a bachelor’s degree and an MBA degree from Pennsylvania State University.
Rob was ranked third in Pennsylvania on Barron’s 2020 Top 1200 Advisors by State list. He is a frequent lecturer on topics such as Modern Portfolio Theory, portfolio management strategies and fee-based asset management. In addition, Rob has been published in various financial periodicals, including Financial Planning and the Journal of Accountancy.
He is Chairman of the Board of St. Joseph’s Catholic Academy. Rob is also involved with State College Food Bank and Knights of Columbus. In his free time, he enjoys cheering on Penn State and the Pittsburgh Steelers, traveling, golfing and fishing.