Experience and Education
Robert supports a wealth advisory team that provides high-net-worth individuals and families with in-depth analysis of their investment portfolios, concentrated positions and retirement plan investment options. He also works with clients to analyze their tax situations and implement effective tax planning strategies.
Prior to joining Mariner Wealth Advisors, Robert was a senior associate at Andersen, where he was responsible for tax planning and preparation for individual, partnership and corporate tax clients.
Robert has a bachelor’s degree in accounting from the University of Rhode Island and a master’s degree in accounting from Sacred Heart University.
Away from the office, Robert enjoys spending time with family and friends, playing golf and traveling. He is a fan of the Buffalo Bills, New York Yankees and New York Knicks.