As a manager of alternative investments, Rob facilitates due diligence and research activities on products within alternative financial strategies (e.g., managed futures, hedge funds, private credit, private equity and structured products).

Rob holds the Chartered Alternative Investment Analyst (CAIA) designation, FINRA Series 7, 63, and 66 securities registrations and a certificate in Advanced Derivative Market Strategies. He earned his bachelor’s degree from the University of Massachusetts Amherst.