Vice President, Investments
Rob was born and raised in the San Francisco Bay Area and holds a B.S. degree in Business / Computer Information Systems. Rob began his financial services career at Lehman Brothers as a specialist in their Private Client Group where he obtained his Series 7 and 63 licenses. Rob brings 17 years of investment advisory experience to Alamo Capital where his specialty will be personal wealth management with an emphasis on portfolio construction and long-term financial planning. He previously was a Vice President at Redwood Securities in San Francisco and is excited to join Alamo Capital as a Vice President in our Client Investment Group. He resides in Alameda with his wife and two children.