Team

Rob has had a long-standing career in financial services working more than 30 years in both wealth and investment management, some of which were Summit Financial LLC, Oppenheimer Funds/Tremont Capital, and P&A Capital Advisors.  His clients included financial institutions, registered investment advisors and family offices.

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Prior to joining Third Seven Capital as a Senior Director, Rob worked at Waypoint Residential raising capital for multi-family apartment investments.

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Rob graduated from the Rutgers University with a BA in Economics and Accounting and received his MS in Taxation from the Seton Hall University.  He holds FINRA series 82 and 63 licenses.  

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