Robert brings a wealth of banking, investment and administrative experience to his new firm. He spent over 20 years in global banking, primarily with HSBC where he was a key member of a team that established the Group’s Corporate Trust Services in over 20 countries across 4 continents. After leaving HSBC, he joined Morgan Stanley as a Financial Advisor, focusing on non-profits and families with a member with special needs. This focus is part of his family’s mission, as his wife Mary has spent her entire career in Early Intervention working with special needs children.
Robert next pivoted to a role in non profit services, managing the Special Needs Trust services at a Delaware County , Pennsylvania agency. In his 4 years with the Agency, Robert increased assets under management by over 400%, ensuring its long term viability.
Robert graduated from Duquesne University with a BS and the University of Pittsburgh’s Katz School of Business with an MBA. He successfully completed the Uniform Certified Public Accountant Examination on the first attempt.
In the Community, Robert has held numerous volunteer positions. He was Vice President of Lansdowne, PA’s Borough Council from 2011-17 where he chaired the Finance and Pension Committees. He also served as Treasurer of the Lansdowne Boys and Girls Club from 2009-12 and was a past board member of the Lansdowne Economic Development Committee.
Robert and Mary are the proud parents of Kathleen and Luke