Rob joined Cape Cod 5 Trust and Asset Management in 2013 as a portfolio manager after a highly successful tenure as a senior portfolio manager at a leading regional financial institution. He has been providing investment advice and portfolio management services to Cape Codders for well over three decades.
In the course of a varied career in financial services, Rob has experience in brokerage, insurance, investment management and portfolio management. In addition he has experience in other aspects of the business world and is an avid student of macroeconomics and current events.
After attending Boston Latin School and Suffolk University, Rob earned a graduate degree from Tufts University. His studies focused on economics, science and medicine.
He and his wife raised their family on Cape Cod and were involved in assisting in fundraising and coaching for various Dennis town school and recreational programs.
Rob served in various capacities in the Yarmouth Rotary Club and is a past president. He is a long time resident of Harwich Port and Dennis Port and originally hails from the Greater Boston area.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|