Private Wealth Relationship Manager
When speaking with Rob, you imagine hearing the theme to the Godfather movies playing in the background – it’s all about family. The most important thing to Rob is being close to and spending time with both his and his wife’s family. This enthusiasm for family spirit extends to team spirit as well. When playing attack for his college lacrosse team he learned discipline, organization and time management which helped him achieve success on the field and in the classroom.
Rob uses these skills in his work at Kore. His goal is to ensure our clients have everything they need from a financial perspective. Whether it’s managing cash flow and liquidity needs, helping with portfolio reviews, assisting with planning and answer any questions they might have, Rob strives to be an expert liaison between our clients and the firm.