Robert was drawn to the financial world because he’s always been interested in the stock market. However, he didn’t want a job just staring at spreadsheets; he wanted to make a real difference in people’s lives. Working in wealth management empowers Robert to put a personal touch on his passion for numbers and data.
Robert is a financial professional who can offer both insurance and investment products and services. After a successful stint as an investment specialist at Merrill Lynch, he joined his father’s firm, SG Wealth Management, with the goal of making a more personalized impact on the lives and financial futures of others. As vice president and a portfolio strategist at the firm, he is committed to building authentic connections and providing tailored solutions to help clients achieve their financial goals. Robert holds bachelor’s degrees in finance and economics from Syracuse University.
Robert lives in Lambertville, New Jersey, with his fiancée, Rachael, and their two cats, Spartacus and Cheddar. When he’s not helping clients, Robert can often be found volunteering at the Trenton Area Soup Kitchen (TASK). His other hobbies include golf, programming and proudly serving as “head assistant gardener” of Rachael’s garden.