Wealth Portfolio Analyst
Robert is a Wealth Portfolio Analyst for Seacoast Wealth Management. He joined Seacoast in 2023 after having spent his entire career with J.P. Morgan working on the equities trading desk as a Strategist/Equity Analyst. Robert has over seven years of experience working in financial markets in various capacities that have given him valuable exposure to equity, fixed income, and commodity markets. Robert’s analyst expertise ranges from the broader macro environment to the more micro sector-level, which includes research experience in the Industrials, Materials, and Energy sectors.
Robert works closely with the Portfolio Management team to help generate new investment ideas, monitor client portfolio performance, and assist in trade execution. Robert has completed the CFA Level I & II Examinations and is eligible for the Level III Examination in 2024. Robert graduated from Penn State University with a B.S. in Energy, Business, and Finance. In his free time Robert enjoys traveling, golfing, and spending time with friends and family.
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