Rob holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Fund Specialist. As managing director, Rob uses his more than 30 years of wealth management and investment experience to provide strategic insight to his team, clients and business partners. Prior to Mariner Wealth Advisors, he held positions with U.S. Trust Company, State Street Bank and another independent RIA. Rob has a bachelor’s degree and an MBA from Pennsylvania State University. He is a member of the Financial Planning Association, the CFA Institute and the Institute of Business and Finance.