Chief Compliance Officer / Senior Fixed Income Portfolio Analyst
Robert holds dual titles, an assignment which contributes to QuadCap Wealth Management's record of serving and advising clients. He is chief compliance officer and senior fixed income portfolio analyst. The combination ensures he oversees overall investment policies and risk tolerance procedures as well as plays a key role implementing fixed income investment strategy and tactics.
Robert has over 20 years' experience in fixed income, including providing fixed income products to institutional clients; including municipalities, money managers and Fortune 100 companies. He is recognized for a special talent uncovering key decision makers in entities with layers of corporate structures, which is typical in municipalities and large institutions. Prior to joining QuadCap Wealth Management, Robert was an account executive at Multi-Bank Securities, Inc. Additional experience was gained as vice president of fixed income sales at Braymen, Lambert and Noel Securities, Ltd.
In his free time Robert enjoys spending time with his family and traveling.