Robert Heinrichs
CFA®
Associate Director
Robert Heinrichs is an Associate Director in Pathstone’s Philadelphia metro area office. He serves as the primary point of contact to families, individuals, and endowments as an integral member of a four-person Advisory team. He joined Pathstone from Veritable, LP, where Robert focused on providing highly individualized, customized portfolio allocations and investment advice to his clients since joining in 2006. He also interacts with accountants and attorneys to accomplish their income tax, charitable giving, and estate planning objectives. Robert assists clients with a broad range of financial matters such as specialized investment reporting, portfolio projections, charitable gift optimization, cash flow planning, and providing investment education to the next generation.
Robert earned his Bachelor of Business Administration in Finance from Temple University. He also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of CFA Society Philadelphia.
Robert is married and they have one daughter. He enjoys spending time with his family watching sports (Go Phillies! Go Eagles!), traveling, and walking the family dog. He maintains a growing jazz record collection and plays tenor saxophone when not listening to vinyl.
Group
Certification
Office
Robert Heinrichs is an Associate Director in Pathstone’s Philadelphia metro area office. He serves as the primary point of contact to families, individuals, and endowments as an integral member of a four-person Advisory team. He joined Pathstone from Veritable, LP, where Robert focused on providing highly individualized, customized portfolio allocations and investment advice to his clients since joining in 2006. He also interacts with accountants and attorneys to accomplish their income tax, charitable giving, and estate planning objectives. Robert assists clients with a broad range of financial matters such as specialized investment reporting, portfolio projections, charitable gift optimization, cash flow planning, and providing investment education to the next generation.
Robert earned his Bachelor of Business Administration in Finance from Temple University. He also holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of CFA Society Philadelphia.
Robert is married and they have one daughter. He enjoys spending time with his family watching sports (Go Phillies! Go Eagles!), traveling, and walking the family dog. He maintains a growing jazz record collection and plays tenor saxophone when not listening to vinyl.
