Rob entered the investment business as a Financial Consultant in 1982. Before affiliating with Baird in the autumn of 2012, Rob was a First Vice President and Portfolio Manager at Morgan Stanley Smith Barney locally, where he also had served for 10 years as the Branch Manager.
Rob holds the Chartered Retirement Planning Counselor (CRPC®) and the Accredited Asset Management Specialist (AAMS®) designations from the College for Financial Planning. He also has earned an MBA from The Ohio State University and a Bachelor’s degree in business from Purdue University. Rob has also served as a member of the National Board of Directors for the Portfolio Management Institute.
Outside of work, Rob enjoys spending time with his wife Cindy, their four children, and three grandchildren. He also enjoys giving back to his community. Along with having served on many community civic boards in the past, he currently is a board member (and past Secretary) of the YMCA of Southwestern and Vice President of the board of Aurora Homeless Services.