As CAPTRUST’s chief financial officer, Robert oversees the company’s financials, including all reporting, budgeting, allocation, and financial analysis. He is responsible for determining the best mix of debt, equity, and internal financing for the firm. As part of the CAPTRUST’s leadership team, Robert executes the firm’s strategic direction by implementing key initiatives, allocating resources, and evaluating potential acquisitions to align with the firm’s mission and broader strategy. Prior to joining the firm, Robert spent 17 years at Raymond James Financial in Tampa, FL. Most recently, he served as chief operating officer and chief financial officer for the Global Equities and Investment