Rob joined our team in 2020 from JPMorgan Chase Bank. Rob has a strong skill set in both personal and business financial growth and is passionate about building relationships with clients. His determination, focus and friendly demeanor make for a perfect fit to expertly handle client services and operations for Third Eye Associates.
Rob has a bachelor’s degree from Dominican College where he studied Business Administration Management and Diverse Communications. He holds a certification in Business Analytics from University of Pennsylvania, a certificate in Fundamentals of Financial Accounting from University of Virginia, Darden School of Business.
Rob is an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser and he holds a Series 65 Securities license and a Life, Accidental & Health Insurance license. While at JPMorgan Chase, he held Series 6 and 63 Securities licenses.
In school, Rob was captain of the baseball team and later went on to play professional baseball. Now he enjoys playing golf and landscaping during his free time. Rob lives in Ulster County with his wife and baby boy.