Rob brings a broad institutional background across trading and operations, investment research, portfolio management, and private wealth advisory. Throughout his career, Rob has managed more than $3 billion in assets, serving high-net-worth and ultra-high-net-worth individuals and families with complex planning needs.
Prior to joining Lineweaver Financial Group, Rob held senior roles at Ancora, Stratos Wealth Partners, and The Glenmede Trust Company, where he served as Vice President, Relationship & Portfolio Manager. In that role, he was responsible for developing and implementing sophisticated investment, financial, and estate planning strategies tailored to the unique circumstances of affluent families. His experience includes multi-asset portfolio construction, risk management, and long-term wealth preservation.
At Lineweaver, Rob focuses on helping families align their investment strategies with their broader financial objectives, while also contributing to the firm’s Investment Committee. His work supports disciplined portfolio construction, research oversight, and long-term investment strategy—ensuring portfolios are managed with rigor, accountability, and a long-range perspective.
Rob holds a degree in Finance from John Carroll University and is a CFA® charterholder and member of the CFA Society of Cleveland. He has previously held multiple FINRA licenses, reflecting deep technical knowledge across advisory, trading, and supervisory functions.
Rob lives in Avon with his wife, Sara, their two children, and their Australian cattle dog. Outside of work, he and his family enjoy spending time outdoors, traveling, golfing, and being with friends and loved ones.