Rob joined Argos Capital Partners in 2008 and is currently Managing Director, Investment Management. In his role, Rob leads the Investment Management team and works directly with our client families to build and manage their portfolios. He is responsible for reporting on trends in the markets and other factors that may impact our families’ investments. Rob also serves as a member of the Argos Investment Committee.
Taking the time to establish trust with our client families is important to Rob. Based on that trust, Rob partners with our families to meet their unique goals by building diversified portfolios which include a broad variety of investments. In addition, developing and engaging the next generation of investment professionals is also something Rob finds interesting and challenging in his work at Argos.
Prior to joining Argos Capital Partners, Rob was the Director of Investments at Moneta Group. Rob also spent 12 years at Bank of America including 4 years as an equity analyst and 5 years in middle market and upper middle market lending. In total, Rob has over 30 years of experience in the wealth management, banking, and investment industries.