As a Relationship Manager at Prio Wealth, Rob maintains a consistent line of communication with clients, prospects, Prio Wealth advisors, and business partners to ensure all client needs are exceeded. At Prio, he also implements and delivers financial plans, executes on all account maintenance requests, and collaborates with his team to onboard new and existing clients. Rob joined Prio Wealth in 2019, and has enjoyed his journey through the world of financial services over the past 11 years.
Prior to joining Prio Wealth, Rob was a Relationship Manager at Fidelity Investments in Boston’s Back Bay office. He began his career in financial services working in information security at Commonwealth Financial Network.
He is a graduate of Northeastern University with a Bachelor of Science in Economics. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2017.
Rob resides in Needham, Massachusetts with his wife, soon-to-be newborn child, and dog. His personal priorities include cooking, eating out, golfing, and watching sports.