Senior PIM Portfolio Manager
Holding the title Senior PIM – Portfolio Manager, Rob, and his team, manages over $375 million* in client assets, in 20 states.
The responsibility of managing a client’s wealth is a very personal and important distinction. Rob and his team’s practice of individualized attention is the vital key to the group’s success. The information and knowledge he reviews is only in the interest of his clients and to generate the greatest security of their assets.
Service and character are the binding disposition of this group. Rob shares his devotion for his clients through his knowledgeable performance and composed demeanor.
Financial management and investment planning is an essential practice to secure ones future regardless of age or financial position. It is also important to be prepared for a future or legacy we may not yet be aware. Financial standing affects every aspect of our lives and may command different requirements at various times. “It is my duty to my clients to be decisive but allow new information and circumstances to influence flexibility.”
Rob has access to a personal network of estate planners, attorneys and accountants, who share his dedication to service.
Rob joined Herb Goldberg's team at Smith Barney in April of 1999. At Smith Barney he earned his Series 65 and completed the Financial Planning Specialist designation: a program administered by Ernst & Young, LLC. Since moving the Goldberg Sek Group to Wells Fargo Advisors in 2006, Rob was awarded his life insurance, health insurance and annuity licenses. In 2010, he earned his Series 31 registration.
Rob began his career in 1996 with mutual fund research for one of Merrill Lynch’s top financial advisors, while additionally charged with managing accounts, and municipal bonds. In 1998, Rob joined the municipal bond firm, now known as, Hennion and Walsh, where he earned his Series 7 and 63 registrations. He holds a Bachelor of Science degree in Finance.
Rob is married to his college sweetheart, Laura Marie; they live in Wayne New Jersey with their two sons. Rob is also a board member to the Tri-County Chamber of Commerce, a member of the Advisory Board to the Center for Holocaust and Genocide Studies at Ramapo College and a regular sponsor to the Wayne P.A.L. boy’s basketball program.
The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
*AUM Valuation as of 01/31/20