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We can help you create a meaningful and lasting legacy that protects your life achievements and unique holdings for those who are important to you, wherever they may be.
As the Global Head of Trust & Wealth Planning, Rob is responsible for all aspects of Wealth and Estate Planning.
In his prior role, Rob was Regional Market Manager for Metro New York, after serving as Regional Market Manager for Southern California and Arizona and Head of Trust for North America. Rob has also held positions at Neuberger Berman Trust Company and J.P. Morgan Private Bank.
Rob received his BS in Accounting, cum laude, from Syracuse University and a JD, cum laude, from Fordham University School of Law.
The Trust business spans the globe, with Wealth Planners in all regions and fiduciary centers in The Bahamas, Jersey, Singapore and Switzerland as well as South Dakota, Delaware and New York in the US. The team provides innovative structuring strategies and fiduciary services, helping clients safeguard their legacy now and for generations.Contact us