Vice President Investments | Financial Advisor

Robert joined Gateway as Vice President of Investments, with a passion for helping clients achieve their financial goals. Robert specializes in providing retirement planning and wealth management services to his clients.  

Prior to joining Gateway, Robert served in various executive and leadership roles within the hospitality and technology industries. Robert received his Master's degree in finance from the City University of New York, Baruch College, with a focus on financial engineering.  

With his expertise in technical and quantitative analysis, he is able to identify opportunities and make strategic investment adjustments, helping his clients make informed investment decisions. Building long lasting generational relationships is a top priority for Robert. He understands that financial planning is a unique and personal process for every client, and he takes this time to build strong relationships based on trust, transparency, and communication. 

Robert currently holds the series 7, 63, and 24 registrations.