Meet the Team

How I Can Help You
Rob’s primary responsibilities include overseeing the team’s asset allocation strategies, manager search and selection process, performance measurement, risk management, and alternative and investment solutions. He works with a limited number of successful individuals, families and institutional clients with whom he can create genuine relationships based on mutual candor, honesty and transparency, leading to long-term collaboration. Rob’s extensive relationships within Wells Fargo & Company allow him to access the depth and scale of the firm’s intellectual capital, which he can apply strategically toward pursuing clients’ objectives. His vision for his clients is to provide continuity for their assets as they move to the next generation, giving these clients confidence that their financial legacy may be preserved, along with the values it represents.

What Makes Me Knowledgeable
Prior to joining Wells Fargo Advisors, Rob was a Managing Director in Wealth Management at Credit Suisse and an Executive Director at the JPMorgan Private Bank in New York City. He began his career as an associate with Summit Financial Resources, one of the largest independent financial planning firms in the country. Rob is a lifelong learner with a passion for growing his industry knowledge and applying the most current best practices strategically to client situations. Most recently, he earned the Chartered Market Technician® designation, the preeminent global designation for practitioners of technical analysis. In addition, Rob holds Series 6, 7, 63 and 65 FINRA registrations, and he graduated from Rowan University with a B.S. in finance.

Getting to Know Me
A resident of Morristown, New Jersey, Rob and his wife have two adult children. In his free time, he enjoys photography, cycling and woodworking.

How I Can Help You
Scott has spent his entire career focusing exclusively on advising ultra-high-net-worth individuals and families on sophisticated investment and planning matters. His expertise encompasses all facets of wealth planning, business succession planning, executive compensation and access to lending services through Wells Fargo affiliates. Scott’s clients particularly appreciate his attention to detail, communication style, and ability to synthesize and concisely explain large volumes of complex information

What Makes Me Knowledgeable
Prior to joining Wells Fargo Advisors in 2016, Scott worked in JPMorgan’s private equity and financial sponsors group, where he worked extensively with the world’s most successful private equity principals and firms. Drawing on his experience across various asset classes, he brings together one of the most sophisticated asset allocation methodologies and advanced quantitative and qualitative insights to create an extremely disciplined approach to portfolio construction and thoughtful application of leverage. Scott has been quoted in many media outlets including Barron’s, NBC, ABC, CBS, FOX, Financial Planning magazine, Newsday, U.S. News & World Report and USA Today. He is also a Business Insider Money Council contributor and was featured in Wells Fargo’s “A Minute about Money” video series on all Wells Fargo media platforms. In addition, Scott was named a 2019-2022* Forbes Top Next Gen Wealth Advisor both nationally and for New York State and a 2020-2023* Forbes Best-in-State Wealth Advisor. He is a graduate of McGill University, and he holds FINRA Series 7, 63 and 66 registrations, as well as the New York Life Insurance license.

Getting to Know Me
A native of Montreal, Scott now lives in New York City. He is a former member of the board of the Mar-Kin Foundation and is a fitness and wellness enthusiast who provides physical training services to grade school pupils in New York City. Scott is fluent in French and enjoys traveling, trying out new restaurants and biking around New York City.