Rob Thomas, CFA, CFP®, CFS
Designations and Licenses
Rob holds the Chartered Financial Analyst® designation, is a 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.
In 2021, Rob was named to Forbes’ Best-In-State Wealth Advisors list, ranking #5 in Western Pennsylvania. He was also ranked #1 in 2021 and #3 in 2020 in Pennsylvania on Barron’s Top 1200 Advisors by State list. Rob is a frequent lecturer on topics such as Modern Portfolio Theory, portfolio management strategies and fee-based asset management. In addition, he 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.
The Forbes Best-In-State Wealth Advisors ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Barron’s publishes four financial advisor rankings each year: The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,200, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill. For additional information visit www.barrons.com