Vice President – Plan Management
In his role, Rob is responsible for servicing clients’ needs and managing retirement vendor relationships. He provides investment- and fiduciary-related advisory oversight, assists with fee benchmarking and best practices, and consults on retirement plans that encompass all industries and levels of complexity.
Prior to joining Reilly Financial Advisors, Rob was a regional managing director and institutional investment consultant for more than 10 years with a large retirement plan service provider. Rob has more than 25 years’ experience in the corporate retirement plan industry. In his work, he puts his knowledge and passion toward seeking the best outcomes for corporate and non-profit retirement plan clients and their employees.
Rob graduated from Boston University with a bachelor’s degree in business and received a master’s degree in liberal arts from Harvard University. He has also earned the FINRA Series 6 and 63 licenses.
In his spare time, Rob enjoys mixing and mastering music, cooking, and reading. He is an avid fan of soccer and baseball.
Why I Do What I Do:
I like helping clients understand and navigate the complexities of qualified retirement plans and improving retirement savings outcomes for their employees.