Robert joined Affinity Wealth Management in 2013 after graduating from the University of Delaware with Bachelor’s degrees in Finance and Management. Robert is the Trading Manager at Affinity Wealth, where as a member of the investment committee he is responsible for researching potential investment opportunities as well as actively managing our clients’ current allocations. Robert also assists in marketing endeavors and is responsible for maintaining our client information platforms. Robert started as an associate advisor, working closely with our financial advisors while learning the business and assisting on everything from client acquisition and relations to portfolio analysis and financial planning.
Robert is a graduate of St. Mark’s High School, and has been active in the community for the majority of his life while residing in Newark, DE. He enjoys golfing, bowling and spending weekends at the beach with family and friends during his free time.
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