Robert is a Director on the Capital Markets Team at Pathstone. He is a lead point of contact for the client advisory teams and is responsible for client trades, asset transition, money movement, new accounts, and other ad hoc assignments.  Robert plays an integral role in managing the day-to-day financial operations for Pathstone.

Robert brings a proven record of success working in both operational and client-facing roles for over 15 years.  Prior to joining Pathstone, he spent his career with firms such as BlackRock, HSBC, and most recently, BNY Mellon. His many accomplishments include facilitating the post-merger integration of Merrill Lynch Investment Management and Barclays Global Investors portfolios and serving as Client Liaison Manager on a team of client-facing service providers.  Robert’s career has focused on developing a full understanding of front-to-back processes towards improving client relationships.

Robert earned a Bachelor of Science degree in Business Administration from the University of Delaware.  In his spare time, Robert enjoys spending time with his family and cheering on the New York Mets.