Prior to joining Rockefeller, Robert spent 13 years at BlackRock – the largest asset manager in the world – where he was a Portfolio Manager and a Managing Director responsible for a team that managed portfolios for private clients and non-profits. While at BlackRock, Robert was a part of the Multi-Asset Solutions group that crafted customized solutions for clients that crossed asset classes and often involved synthesizing client objectives in a tax efficient manner. From 2007 to 2008, Robert was Chief Investment Officer for a Private Wealth unit at Tax & Financial Group, a partially owned subsidiary of Securian. Robert began his career with Capital Reserve Advisors, a Registered Investment Advisor in Newport Beach, where he worked as an analyst and portfolio manager from 1992 to 2007.
Robert earned a BA degree, cum, laude, in Economics from the University of California, Irvine in 1992. He is a CFA Charterholder and has served as President of the CFA Society of Orange County and as a President of the Newport Corporate Plaza Building Owners Association.
Robert grew up in Irvine and is a proud graduate of UCI where he played a lot of tennis in between economics and finance classes. He and his wife live in Corona Del Mar and enjoy following the sun to Palm Desert during the winter months.