Rob is an experienced financial expert and entrepreneur, currently serving as the CEO, Managing Partner, and Co-Founder of NewEdge Wealth and Co-Managing Partner of NewEdge Capital Group. With over two decades of experience in the financial industry, he has established himself as a respected leader of investment strategies and wealth management.
Rob began his career as a financial advisor at Morgan Stanley, where he honed his skills in portfolio management and asset allocation. He then was a Managing Director at Lehman Brothers where he ran a prominent family office business for the firm. He later joined UBS Financial Services as a Managing Director and Head of the Intellectual Capital Subcommittee, helping guide the firm’s tactical investment process for wealthy families and institutional clients. In 2020, Rob began a new adventure and co-founded NewEdge Wealth with his three partners. Under his leadership as CEO, the firm has prospered and grown at a rapid pace.
Rob is a frequent commentator on financial and economic issues, and his insights have been featured on CNBC, Fox Business, and Bloomberg TV, among others. He has been recognized by both Barron’s and Forbes as a Top 100 Financial Advisor and is in high demand to speak at industry events and conferences around the country.
Rob graduated from The Tepper School of Business at Carnegie Mellon University with a Masters in Business Administration in Finance and Economics and a Bachelor of Science degree in Industrial Management and Economics. In his spare time, he enjoys spending time with his family, playing basketball, skiing and collectible automobiles. His philanthropic interests include Portfolios with Purpose and Filling in the Blanks.
Honors & Accolades*
• Barron’s Top 100 Financial Advisors in America: 2019, 2018, 2017, 2016, 2015, 2014, 2013
• Forbes America’s Top Wealth Advisors: 2020, 2019, 2018, 2017
• Financial Times 400 Top Financial Advisers: 2016, 2014, 2013
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*Barron’s Top 100 Financial Advisors in America ranking awarded in April 2013-2019 based on prior 12-month data. Barron’s does not receive compensation in exchange for these rankings.
*Forbes/Shook America’s Top Wealth Advisors ranking awarded in August 2017-2020 based on March 31 data of the prior year. Neither Forbes nor SHOOK Research receive compensation in exchange for these rankings.
*Financial Times 400 Top Financial Advisers awarded in March 2016, 2014 and April 2013 based on June 30 data of the prior year. Financial Times does not receive compensation in exchange for these rankings.