Robert is President, Wealth Management and Chief Risk Officer at Sanctuary Wealth Partners and a member of the company’s senior leadership team. He is responsible for oversight of the company’s institutional business and growing its independent broker-dealer channel nationally. Robert also leads Sanctuary’s independent advisor division.
Robert believes in helping good people connect with other good people. He is passionate about partnering with like-minded individuals and leading a diverse team of professionals grow to new levels of success in the highly competitive financial services market.
Robert has more than 20 years of experience in the financial industry that includes exposure to all facets of the broker-dealer business. He started as a market maker and quickly rose to become a top producer at a private brokerage division. Since then, he has focused his efforts on helping registered reps, broker-dealers and institutions grow their businesses and has held numerous senior leadership roles including Trading Manager, CFO, Treasurer, Chief Operating Officer, Vice President, and President. Prior to joining Sanctuary Wealth Partners, Robert served at World Equity Group for more than 10 years where he was responsible for building the firm and grew the company’s institutional line of business into a very successful and profitable high-growth division.
Robert has a proven track record of working well with entrepreneurs having achieved success at running a true independent business. He is adept at recognizing talent and people who work well in this environment. Robert was drawn to Sanctuary by the opportunity to build a high-revenue, diversified financial services company focused on serving the needs of high-net-worth clients in an environment where creativity flourishes and team members work cohesively — inspired by the experience, innovation, and strength of its leadership team. He is eager to help take Sanctuary to next level and be a part of the company’s aggressive growth vision.
Robert enjoys scuba diving, competing in triathlons, and playing golf. He is also an active member of several Running and Triathlon Clubs that help raise money for track and field scholarships to help underserved athletes go to college.
|Education||Robert earned a B.S. in Finance from Northern Illinois University.|
|Credentials & Licenses||Robert holds the following FINRA licenses: 4, 7, 24, 55, 63, and 66.|
|Personal||Robert was born and raised in the Chicago area where he currently resides with his wife and two children.|