CoverProfile

Rob Kantor

CIO & Co-Founder

XML Financial Group

United States, Maryland, Rockville

About Me

Rob Kantor is the Co-Chief Investment Officer and Co-founder of XML Financial Group. He oversees the firm’s investment advisory activity and is also head of the firm’s investment committee. Previously, he was Vice President and a Senior Financial Advisor at Merrill Lynch, where he specialized in custom retirement plan design. In addition, he also served on the Advisory Council to Management and was a founder of the Charitable Giving Committee.

Profile Information

CIO & Co-Founder

XML Financial Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Rockville

Maryland

United States

Jul 26, 2024

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