Robert is a (CFP®) professional with a strong foundation in financial planning principles, ethics, and client-focused strategies. He has over 20 years of experience in the financial services industry. He has earned the CFP® designation—demonstrating comprehensive knowledge in areas such as investment planning, retirement, tax, and estate considerations.
Originally from Pittsburgh, Robert graduated from Penn State University with a degree in Finance. His early career was shaped by his work as a mutual fund wholesaler, where he gained valuable insights into the world of investment products. Prior to joining Susquehanna Wealth, Robert was a partner at Fusion Capital Management, where he played a pivotal role in shaping the firm’s client-centric approach to wealth management.
In his position, he leverages his financial expertise to support organizational objectives, contribute to strategic initiatives, and enhance operational effectiveness. His background enables him to approach complex financial concepts with clarity and discipline.
Outside of his professional life, Robert is a proud father of four children and is married to his wife, Melissa. When he’s not working, Robert enjoys golfing, fishing, and reading, as well as cheering on Pittsburgh’s sports teams—his love for his hometown runs deep.
Robert is committed to maintaining the high standards associated with the CFP® certification and continues to stay informed on industry developments and best practices.