Rob serves as a Managing Director and the Chief Investment Officer for Westshore Wealth. Rob’s long career in the financial services industry reflects a diverse set of vocational tools and experience. He has advised some of the world’s most renowned mutual funds, hedge funds, and pension fund organizations, with cumulative assets under management over $5 trillion. Additionally, he invested proprietary capital for two major investment banks, managed two geographic regions in the US, oversaw a specialty sales organization at Merrill Lynch, and served as a member of the US Equity Operating Committee at UBS. Most recently, Rob served as Managing Director and Head of Institutional Equities for the West Coast at UBS. Prior to that, Rob served as Managing Director in charge of the central risk book for US equities at Merrill Lynch, and among other roles, he managed a proprietary trading team at Morgan Stanley.

Rob attended the University of California Los Angeles where he earned a BA in Economics. He also earned an MBA in Finance from the University of Texas at Austin School of Business. Rob is an avid golfer and lives in Ladera Ranch, CA with his wife Marnee.

Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.

- Sir John Templeton
Learn About Our Services

We are not in the business of selling products. We don’t work on commission or accept referral payments from outside parties. We are a fee-only firm with conflict-free relationships with the professionals we choose to partner with. What we do provide are services intended to assist our clients with every aspect of their financial lives.

See What we Offer