Robert first began his career in the financial services industry in 1995 with a boutique Venture Capital Firm. In 1999 he joined Citicorp Investment Services as a Financial Advisor, where he specialized in Investment and Retirement Planning.
The acquisition of Citicorp Investment Services by Smith Barney, led Robert to focus on Family Wealth and Business owner’s need for more comprehensive planning.
In 2008 Robert joined Wachovia’s Private Bank, where he embraced using a more holistic approach to Wealth Management.
In 2010 Robert joined MK Financial Group, LLC, an independent financial services firm that clears through LPL Financial. Robert felt he could better serve his clients as an independent advisor unencumbered by the agenda of a large corporation.
Robert holds the following Securities Registrations with LPL Financial:
Series 7 - General Securities Representative - 1996
Series 63 - Uniform Securities State Law - Blue Sky Law - 1996
Series 65 - Uniform Investment Advisor - 2004
Robert holds the New York, New Jersey and Pennsylvania Life Insurance,
Health Insurance and Variable Annuity Licenses.
Robert currently resides in Staten Island, NY with his wife Maria and their 3 children, Robert Jr, Nicholas, and Jessica.