Associates

Rob began his financial career in 1983 with E. F. Hutton and Company. Through many mergers, he remained at the same company for more than 30years. In 2013, he and his group were recruited to Wells Fargo Advisors. Rob advises clients on estate planning strategies, fixed income, equity investments, alternative investments, retirement planning and asset allocation. He graduated from Vassar College with a degree in Economics, and was a member of Omicron Delta Epsilon, the economics honor society. Rob has reached many milestones and received many awards throughout his career, including being named one of the “Top Wirehouse Financial Advisors” by Registered Rep magazine. Rob enjoys traveling and spending time with his family. He is a native New Yorker and lives on Long Island.
 

*Top Wirehouse Financial Advisors--List was assembled by Meridian-IQ. Advisors are ranked by assets under management,. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. The ranking is not indicative of past or future investment performance

Bob’s experience working in and selling a family business provides a unique perspective in advising clients. His focus is on high-net-worth planning with a concentration in corporate retirement plans for executives and their organizations. After Bob graduated from Rensselaer Polytechnic Institute with a degree in Electrical Engineering, he furthered his education with a Masters degree in Banking and the Financial Markets from Adelphi University. Bob began his financial services career in 1996 with Smith Barney. In addition to being a Wells Fargo Advisor, Bob currently teaches investment strategy adult education programs throughout Long Island. He is active in The American Business Associates (ABA), a networking group for businesses, and is a member of the Society of Trust and Estate Practitioners (STEP). A home improvement enthusiast, Bob enjoys “family day” on Sunday with his wife and three daughters at their home in Dix Hills, Long Island.

As “the numbers guy,” Chuck’s keen analytical skills and attention to detail add an invaluable dimension to the services that The Alpert Group offers. Chuck advises clients on all aspects of their financial lives, including retirement, education, income and estate planning. He is especially well-versed in fixed income investments. Chuck earned his degree at the University of Buffalo, then worked many years in the executive recruiting industry before becoming a financial advisor. He started his financial career in 1992 with Shearson Lehman Brothers. Chuck lives in Dix Hills, Long Island, with his wife and their two children. In his spare time, he is an avid fisherman and boater.

Mike’s focus is helping clients plan for education, retirement, income and legacy. Clients benefit not only from his training in investment strategies, but also from his analytical and technological skills. Mike graduated from Oneonta University with a degree in Economics and Finance. He began his financial services career in 1999 with Solomon Smith Barney and persevered through many mergers. In January 2016, Mike was named a recipient of the Long Island Business News’ 40 Under 40 Award*. Mike, an avid baseball fan, enjoys traveling, boating and spending time with his children in Melville, Long Island.

*The 2016 Long Island Business News' 40 Under 40 Award recognizes future leaders of Long Island who have begun to distinguish themselves in their respective fields as well as their philanthropic efforts. Investments performance is not a criterion.

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