Rob serves as a primary point of contact for clients, accountable for working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. With a background in financial operations and workflow optimization, Rob brings a highly collaborative approach to his role.
Prior to joining Willow Street, Rob served as an Operations Team Lead for Empower Personal Wealth, where he led client services operations with a focus on strengthening cross-functional collaboration and supporting business growth. He previously served as an Operations Manager in the Private Client Group at Personal Capital and an Investment Associate at Northeast Private Client Group.
Originally from Connecticut, Rob earned his BA in Economics from Gettysburg College. Outside of work, he enjoys photographing wildlife, snowboarding, biking, and camping in the Tetons.
