About Robert
Serving the Birmingham area, Robert provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Robert works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
As a Senior Portfolio Manager for Fifth Third Private Bank, Robert proactively advises his clients on investment strategies and the integration of investment advice into their overall wealth management plan.
Robert is a highly experienced professional and can access a comprehensive, diverse set of strategies and investment solutions to design a portfolio that meets each client’s unique situation. He continuously draws on Fifth Third Private Bank’s deep resources and market knowledge to uncover investment opportunities that fit their portfolio strategy.
Robert is a highly experienced professional and can access a comprehensive, diverse set of strategies and investment solutions to design a portfolio that meets each client’s unique situation. He continuously draws on Fifth Third Private Bank’s deep resources and market knowledge to uncover investment opportunities that fit their portfolio strategy.
Education
Masters of Business Administration (MBA), Graziadio School of Business / Pepperdine University
Bachelors of Industrial Engineering (BIE), Georgia Institute of Technology
Bachelor of Arts (BA), Rollins College
Bachelors of Industrial Engineering (BIE), Georgia Institute of Technology
Bachelor of Arts (BA), Rollins College
Licenses & Professional Designations
- Chartered Financial Analyst
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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