Robert is the President of Sanctuary Wealth and a member of the company’s senior leadership team. He is also the President of both the Broker-Dealer and the Registered Investment Advisor, where he focuses most of his time building and growing the platform. Robert also leads Sanctuary’s Global division out of Miami, FL.
Robert believes in helping good people connect with other good people. He is passionate about partnering with like-minded individuals and leading a diverse team of professionals to grow to new levels of success in the highly competitive financial services market.
Robert has 30 years of experience in the financial industry, which includes exposure to all facets of the broker-dealer & RIA business. He started as a market maker and quickly became a top producer at a private brokerage division. Since then, he has focused on helping Registered Investment Advisors, Broker-Dealers, and Institutions grow their businesses. He has held numerous senior leadership roles, including Trading Manager, CFO, Treasurer, Chief Operating Officer, Vice President, and President. Before joining Sanctuary Wealth, Robert served at World Equity Group for more than 10 years, where he was responsible for building the firm and growing the company’s institutional line of business into a very successful and profitable high-growth division.
Robert has a proven track record of working well with entrepreneurs, having achieved success at running a trustworthy independent business. He is adept at recognizing talent and people who work well in this environment. Robert was drawn to Sanctuary by the opportunity to build a high-growth, diversified financial services company focused on serving the needs of high-net-worth clients in an environment where creativity flourishes. Team members work cohesively — inspired by the leadership team’s experience, innovation, and strength. He is eager to help take Sanctuary to the next level and be a part of the company’s aggressive growth vision.
Robert earned a B.S. in Finance from Northern Illinois University and holds the following FINRA licenses: 4, 7, 24, 55, 63, and 66. Robert was born and raised in the Chicago area but now resides in Miami, FL.
Robert enjoys scuba diving and competing in triathlons. He is a two-time Ironman finisher and an active member of several running and triathlon clubs that help raise money for swimming and track and field scholarships to help underserved athletes attend college.