Rob serves as the Vice President, Financial Advisor and Head of Wealth Planning for the Shufro–Glass and Contant-Leit Groups. In his role, Rob spearheads the development and execution of wealth planning strategies.

Rob has over 11 years of experience in the financial services field and worked for UBS Financial Services and Procyon Partners before joining Shufro Rose. Rob received his BA in Finance from Western Connecticut State University and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® professional.