Rob has direct responsibility for managing client relationships and addressing all wealth and investment-related matters. He serves as the point of contact for clients and manages their portfolios by following the investment strategies and allocations determined by the Investment Group and customizing portfolios to meet individual client goals and situations.

Rob joined Tiedemann when the Firm merged with the Threshold Group, where he served as Associate Director. In addition to traditional wealth planning, Rob served clients focused on both financial and non-financial outcomes of their investment capital, such as environment, social justice, education, financial inclusion and place-based impacts. Rob also served as Consulting Associate for Verus Advisory, an institutional investment-consulting Firm and worked as an Analyst at Sparta Asset Management assisting the small and mid-cap growth investment teams.

Rob is a Chartered Financial Analyst® with a Bachelor of Arts degree from University of Washington in business administration with a focus on finance. Born and raised in the Pacific Northwest, Rob currently resides in Seattle with his wife.