As a Portfolio Trading Manager for JFS Wealth Advisors, Robert develops and maintains client accounts within the portfolio management system and supports the firm’s investment services and asset management teams. He is responsible for providing administrative functions related to clients’ accounts and personal financial plans, as well as ensuring exceptional client service.
Robert started as a Client Relationship Specialist at JFS in 2015 and later served as a Portfolio Management Specialist before his current role. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute.
