Robert is a Managing Director and Portfolio Manager at 1919 Investment Counsel, LLC. As a Portfolio manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. In addition, he serves as the co-manager of the Responsible Investing equity strategies, co-manages the 1919 Socially Responsive Balanced mutual fund, participates on the firm’s Third Party Committee for external manager due diligence, and is on the advisory board for the Disruptive Innovation Strategy.
Robert entered the Financial Services Industry in 2007 when he joined the firm. Robert received his B.S. in Business Administration from Mount Saint Joseph University. He earned his M.B.A. at Xavier University. Robert is a Certified Financial Planner® professional and a CFA charterholder.
Robert is active in many civic and community organizations. He is a member of the CFA Institute, the CFA Society of Cincinnati, and the Mount Saint Joseph University Business School Advisory Council. Robert also serves on the finance and investment committee for the Contemporary Arts Center.