Robert is a Portfolio Manager at 1919 Investment Counsel, LLC, where his primary responsibility is to support the Socially Responsive Investment strategies and work on portfolio construction and ongoing monitoring of portfolios. Robert works with clients and prospects in providing customized financial planning solutions. In addition, he is a social research analyst conducting research on corporate responsibility. Robert is a member of the firm’s Third Party Committee.
Robert entered the Financial Services Industry in 2007 when he joined the firm.
Robert is a member the Social Investment Research Analyst Network (SIRAN) and Interfaith Center on Corporate Responsibility (ICCR) and regularly participates in meetings for both membership groups. He is also a member of the College of Mount Saint Joseph’s Business Advisory Council, which advises the college’s business department on emerging trends in business.
Robert received his B.S. in Business Administration from the College of Mount Saint Joseph. He earned his M.B.A. at Xavier University and is a Certified Financial Planner® professional.