Investment Due Diligence
Robert conducts investment management research and performs due diligence and monitoring reports for our client’s investment portfolios and retirement plan investment options. He has more than 30 years of experience in the retail securities industry and as a retirement plan representative, with a strong background in retirement planning, life insurance and annuities, modern portfolio theory and quantitative security analysis.
Previously, Robert was a financial advisor with AIG Valic and a regional securities firm in Sarasota, Florida. He is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® and a Chartered Life Underwriter.
Robert lives in Sarasota, Florida, with his wife Nancy. He holds a BBA from the University of Notre Dame and is a member of the Financial Planning Association and the Notre Dame Club of Greater Sarasota.