Robert is a Business Development Principal at Summitry. He primarily works with the Business Development team, responsible for engaging and meeting with new clients, navigating them through the onboarding process with Summitry. He also works with many of our firm’s strategic partners in order to develop new value-add opportunities.
Prior to joining Summitry, he worked at Charles Schwab and Fidelity Investments in the Bay Area as a Financial Consultant and also spent time in the technology industry at a fintech startup and at Salesforce. He attended the University of Southern California and earned a degree in International Relations with a focus in Global Business.
Robert grew up in San Francisco and still calls the City home with his wife and 2 daughters. He enjoys live sports (Warriors, Giants, and 49ers), concerts, camping, and the outdoors, as well as exploring the local culinary scene. He enjoys traveling to National Parks domestically and UNESCO World Heritage Sites when traveling abroad.
