Rob’s interest in money and investing was heightened after watching the movie Wall Street in the mid-80s. While in college, this caused him to pursue an internship with an international brokerage firm in Cincinnati where he was responsible for helping to analyze pension fund managers. Once he experienced Black Monday and the flash crash of 1987, he realized that being a stockbroker or stock analyst wasn’t enough; he wanted to help people understand the risks and the rewards of the markets and how they can help them accomplish their goals. This led to his desire to create a financial planning practice once he graduated from Miami University in 1990. He started this practice under the umbre

Robert Grossheim
Owner, Wealth Manager/Lead Advisor
Family Wealth Advisory Group
United States, Ohio, Cincinnati
About Me
Profile Information
Owner, Wealth Manager/Lead Advisor
Family Wealth Advisory Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Cincinnati
Ohio
United States
Aug 11, 2024
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