Third Eye Associates Names Rob Alonso Partner, Vice President and Secretary

Third Eye Associates, Ltd., an independent registered investment advisory firm based in Red Hook, New York, announced today that Rob Alonso has become a partner of the firm. Alonso, who continues as Director of Investments, has also been named Vice President and Secretary.

Alonso joined Third Eye Associates in 2021 and has spent more than a decade in the financial services profession. He oversees the firm's investment strategies on behalf of the individuals, families and businesses the firm serves. His elevation to partner demonstrates the Third Eye Associates team’s commitment to the long-term continuity of the firm.

Reflecting on the milestone, Alonso said his time at the firm has reshaped how he views the profession. 

"Coming up on six years here, my entire perspective on what this profession could be has changed," said Alonso. "I learned that financial planning can be about heart just as much as numbers. It can be about listening to someone's story, understanding what they actually want out of life, and building a relationship where they feel like they have a partner in their corner."

"I'm more committed than ever to protecting what makes this firm special," he continued, "continuing to grow it, and helping more individuals, families and businesses experience a different kind of relationship with their finances. One built on education, transparency, trust and partnership."

"Rob brings his heart to his work with our clients and has grown in his role to be an essential part of our team. His commitment to our clients shows in everything he does. I'm thrilled to welcome him as a partner as we build the next chapter of Third Eye Associates together," said Beth Jones, RLP ® , AIF ® , CeFT ®  and President of Third Eye Associates.

Alonso received his bachelor’s degree from Dominican College, where he studied Business Administration Management and Diverse Communications. He received a certification in Business Analytics from the University of Pennsylvania and a certificate in Fundamentals of Financial Accounting from University of Virginia, Darden School of Business. He holds a Series 65 Securities license and a Life Insurance license.

About Third Eye Associates, Ltd.
Third Eye Associates, Ltd. is an independent registered investment advisory firm based in Red Hook, New York, providing independent life and wealth planning services to clients in 30 states. The firm’s services comprise an array of Financial Life Planning, Financial Transition Planning and Wealth Management strategies for individuals, couples, business owners, and trusts, with a holistic approach to financial planning.

Media Contact
Beth Jones, RLP ® , AIF ® , CeFT ®  
Third Eye Associates, Ltd. (845) 752-2216 | info@thirdeyeassociates.com
Third Eye Associates, Ltd. Is a Registered Investment Adviser in Red Hook, NY