Robert has over twenty-eight years of investment management experience that has included working with families, institutions, endowments and foundations. His broad experience working with clients of many types translates to a keen ability to customize portfolio management.
For the past three years, his role at AdvisorNet Financial was to advise individual families on how their investment portfolios should be positioned to further their goals. Before that, for fifteen years Robert was directly responsible for managing the Arbor Capital Small Cap Growth portfolio (later acquired by Foundry Partners). In addition to leading investment decisions, he was also responsible for communicating with investors regarding economic fundamentals, market conditions, performance and progress toward meeting investment objectives and goals. Prior to that, Robert served as Associate Portfolio Manager on the Mid Cap Growth and Small Cap Growth portfolios at Thrivent Financial. Robert began his career on Wall Street with Wessels, Arnold & Henderson (acquired by Dain Rauscher/RBC) and later Piper Jaffray providing investment research on the health care and technology sectors.