Rob is the Director of Investments and Portfolio Management for Southbridge Advisors. He serves on the Investment Committee and brings more than 20 years of experience in the financial services industry. His extensive background includes research, financial and retirement planning, and portfolio management. Rob develops and manages customized investment strategies for individual clients to meet their specific needs and goals, and helps them effectively navigate through all market cycles. He builds and actively manages investment lineups and risk-based models within corporate retirement plans. “Managing risk is the key element in constructing and maintaining successful portfolios, something t