Our team

Rob Reich leads the Bespoke Private Wealth Group of Wells Fargo Advisors. Before founding the team, he worked in banking and at major Wall Street brokerage and investment firms. 

Rob has closely watched and, at times, participated in the significant waves of innovation and change in the financial services industry over the last three decades. His strong principles and intense study of the marketplace are among the reasons he is able to help clients navigate many of the opportunities, challenges, increased complexity, and heightened risks accompanying these industry trends. 

Over the years, Rob has narrowed his professional focus to serving a select group of high-net-worth families, businesses, and institutional clients. And today, many of Rob’s individual clients have goals and values that are similar to his. 

Rob developed an intense work ethic and an engrained moral code while growing up in a modest, middle-class home. Along the way, his participation in sports reinforced his resilience and determination to succeed. Mentors and colleagues supported Rob as he pursued his rewarding career, and today, he is committed to helping other people reach their goals, contribute to their communities, and enjoy their lives. 

Rob has received many awards and recognitions. For example, he has been recognized by Forbes as a Best-in-State Wealth Advisor* every year between 2018-2022. He has also been recognized by Barrons as a Top 1,200 State-by-State Financial Advisor** every year between 2015-2021. Rob has been quoted in the Wall Street Journal, as well as other publications and is frequently asked to speak at industry events. 

Although Rob receives his share of industry recognition, he is most proud of the loyalty of his clients, many of whom have recommended the team to their friends, families, business associates, and nonprofit organizations. Their loyalty is reflected in the fact that more than half of his team’s client relationships have now expanded to include multiple family generations. 

Rob lives in Alexandria, VA, with his wife of more than 35 years, Caroline, and their Labrador retriever, Arnie. In his free time, Rob enjoys cycling, reading broadly, writing, listening to music, and traveling. Rob and Caroline are active in philanthropy, with activities ranging from supporting service dogs to raising money to fight cancer or assisting local nonprofits.

 

*2022 Forbes Best-In-State Wealth Advisors  2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


*2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com. 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 0H03661. Resident State: VA.

Sean Fitzpatrick began his career in investment and wealth management early. He participated in a summer internship at America’s largest bank. His performance in the program, lead Senior Management to offer him a position upon graduation. A few days after graduating, Sean officially joined the team. More than two decades later he has achieved the position of Senior Vice President - Investments and is a managing team member of Reich Fitzpatrick Private Wealth Management Group of Wells Fargo Advisors. This extensive and diverse experience has provided him the opportunity to accumulate a broad and deep knowledge base of the industry.

The beginning of Sean’s career coincided with the “bursting of the technology bubble.” Experiencing a market collapse of such magnitude and duration, deeply influenced Sean’s views regarding risk. Ben Graham’s famously stated that “(T)he essence of sound portfolio management is the management of risks, not the management of returns.” Risk can only truly be understood in the context of experiencing its negative impacts. This early experience, combined with regularly recurring subsequent market dislocations, resulted in risk management being a primary focus for Sean.

Sean’s aptitude for financial modeling and ability to analyze complex multifactor issues, allows him to help clients answer, two fundamental questions, we hear most often. “Are my family and I going to be able to live our best lives and take care of the people and organizations we care for?,” “Do we have any blind spots?”

By listening intently to clients, insuring he fully understands their needs, desires, and concerns, Sean helps clients make incrementally better financial decisions, freeing them to live their best lives. We believe that David Henry Thoreau was correct when he said, “Wealth is the ability to live life fully.” Sean’s highest priority is to help clients do just that.

During Sean’s 20+ year career, he has accumulated significant experience working with high net-worth families, family and private foundations, family offices, institutional clients, and qualified retirement plans. Sean’s uses this experience and expertise in continuously seeking ways to leveraging emerging technologies and innovations within the industry, to help improve clients’ outcomes, the level of service the team delivers, and to enhance the experience of our clients.

Recognition of the team’s dedicated service to our clients is appreciated, but our clients’ continued loyalty and trust are the acknowledgement we value the most. Working with families and institutions for decades, being introduced to their family and friends, and being there to witness the fulfillment of so many goals, clients had planned for and worked towards for years are most important awards. These are the moments that give Sean and the team’s work, profound meaningful and purpose.

Sean resides in Howard County with his wife Erin and his daughter Riley, son Colin, and Bulldog Otis. Evenings and weekends are filled with hockey, piano, lacrosse, violin, soccer, river dancing, and homework. If this wasn’t all enough, Sean and his family are active in numerous charities and community service projects.

CA Insurance License Number: 0G99733. Resident State: MD.

Kitty Norton has served in client support roles in the financial services industry for over two decades. She is energized by empowering clients with the financial knowledge, tools, and confidence to achieve their life’s goals. She also loves getting to know them and their families so she can help provide personalized strategies that fit their specific life circumstances.

Kitty is responsible for a wide range of client services including order entry, statement interpretation, account transactions, liaising duties with access to Wells Fargo affiliates and facilitating client meetings. She connects clients with the professionals and resources they need to take next steps on their financial journeys.

Kitty has earned her Series 7, 63, and 66 registrations, as well as an insurance license.

A Chicago-area native, Kitty has also lived in Maryland, Missouri, Ohio, Wisconsin, and Washington, D.C. She currently resides in Burke, VA, to be close to her son, daughter-in-law, granddaughter, and new grandson.

Colin Rafferty is committed to assisting clients with achieving their personal financial goals. His responsibilities at the practice include order entry, asset movement, documentation prep, and facilitating client meetings.

Because the team’s clients have worked hard for their family and loved ones, Colin believes their money is a representation of their many years of dedication and sacrifice. He shares his team’s desire to provide the best tools, resources, support, knowledge, and guidance to every client to help them thrive and continue to live the life they worked for.

Colin graduated from George Mason University in 2019 and has earned his Series 7, 63, and 65 registrations.

As the team’s West Coast-based CA, Michelle Schmidt serves as a registered client associate on the Reich Fitzpatrick Private Wealth Group.

She is responsible for various client services, including asset movement, order entry, project management, detailed reporting, facilitating client meetings, and overseeing the team’s marketing efforts and client experience.

Michelle genuinely enjoys connecting with clients and empowering them to work towards their financial goals and leave a legacy for their families and communities.

Michelle lives in Seattle with her husband and has earned her Series 7 and Series 66 registrations, as well as an insurance license. Together, they love to take long hikes, try new foods, and gradually cross off their bucket list of visiting every country in the world.

Brad supports the investment team and their clients by creating, producing, and maintaining reports, databases, and record-keeping to grow client relationships. He shares the team's desire to support people with the financial knowledge, tools, and confidence to work towards their life's goals.

Brad studied Finance at St. Johns University and recently graduated from West Virginia University with a BA degree and a minor in Finance. He is a Washington DC area native who enjoys golfing, spending time outside with his dog, and watching or playing sports with family and friends. Brad is currently pursuing his Series 7 and 66 registrations.