Managing Partner, Portfolio Manager
Robert’s primary responsibilities are managing client portfolios and management of the investment research team. Prior to joining the firm, he was a portfolio manager, mutual fund manager, equity analyst and municipal bond trader at some of the largest investment firms in the country (Loomis Sayles, The Bank of New York, Fidelity Management & Research). Rob appreciates that Crestwood’s boutique environment “allows everyone to participate in the direction and growth of the firm. It is rewarding, and humbling, to earn the trust of individuals and families.”
Rob earned a BA from Kenyon College and an MBA from Case Western Reserve University, and holds the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. He is a member of the CFA Institute and the Boston Security Analysts Society, and is a trustee for the Trinity-Pawling School and St. Paul’s Church and formerly served on the Board of Directors for the McQuaddin McQuirk Foundation. Rob has appeared on NECN Market Analysis. Rob resides in Wellesley with his wife and four children. Rob can be reached at email@example.com.