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With a passion for business development & a thorough understanding of the Ultra-High-Net-Worth (UHNW) landscape, Rob brings a wealth of experience to his role at SEI.

Rob has extensive experience in finance – having worked with entrepreneurs, business owners, senior corporate executives, other UHNW individuals & families throughout his career.

Known for his creativity, strategic mindset & results-driven approach, Rob is pivotal in driving business development initiatives with a keen focus on fostering lasting relationships by putting his clients first in every regard.

He began his career on the institutional sales desk at AXA Distributors in Midtown Manhattan. Rob currently holds his series 6, 7, 63, and 66.

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