Rob is Founder and Managing Director at Granite Islands Private Wealth, an independent, planning-driven firm committed to being the premier boutique wealth management group for individuals, families and businesses.
He has 30 years of experience and has been honored by the Financial Times in their list of Top Retirement Plan Advisers. Previous roles prior to founding Granite Islands Private Wealth include serving as Managing Director at The Andriole Group, Vice President at Merrill Lynch and Financial Advisor at Prudential Securities.
He is a past member of the National Association of Plan Advisors (NAPA). He is also an active member and past President of The Exchange Club of Madison.
Rob earned his B.S. in Finance from Bryant University where he continues to mentor young leaders through student programs, including his work judging the annual freshman class “IDEA” competition, giving guest lectures for the Bryant Finance Association and various finance classes, and serving as a panelist on the annual Financial Services Forum.
Outside of the office, Rob is a student of Martial Arts. He currently lives in Branford, Connecticut with his wife, Wendy and their beautiful daughter, Stephanie.
Financial Times Top Retirement Plan Advisors – 2016 & 2017
Opinions provided by Financial Times and is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. Financial Times rankings are not indicative of future performance and do not guarantee investment success or higher level of performance results and not an endorsement of the adviser. Compensation was not received from anyone for the study.