Rob leads TradePMR’s business development efforts and oversees the firm’s branding and marketing strategies. As Managing Director he works with direct reports to guide Operations and Advisor Services Groups supporting client advisory firms to help increase productivity, performance and growth.

One of Rob’s key focuses is establishing strategic business relationships through the development of mutually beneficial partnerships. These partnerships are designed to enhance the ability of client firms to grow their unique advisory practices and help manage client relationships.

As a member of TradePMR’s board of directors, he also helps guide the company’s overall business strategy.

Rob was born and raised in Naples, FL and attended Wofford College in Spartanburg, SC. He and his wife Deborah have three children. As a career entrepreneur he has owned and operated several businesses across various disciplines including Real Estate Development, retail, technology, publishing and consulting. He has been with TradePMR since 2009 and holds Series 7 and Series 24 securities licenses.