Episode description

Robert has more than 20 years of experience in the wealth management industry. He has worked as a derivatives trader, proprietary trader, and risk analyst before launching Surevest to begin managing private investment portfolios for high net worth clients in 2002.

In 2020 Robert Sold a majority interest in Surevest to CI Financial, the largest non-bank publicly traded financial company in Canada. This transaction has strengthened the financial position and global investment capabilities of Surevest and has allowed Robert to focus on his passion for working and developing innovative solutions for clients and advisors in the Ultra High Net worth market.

Today, as the CEO & Chief Investment Strategist of Surevest, Robert oversees strategy for the firm and heads our investment committee. Robert works closely to support our advisors in designing a strategy with their high net worth clients. Additionally, through our Private CFO Program, he exclusively advises the firm’s highest net worth clients including entrepreneurs, professional athletes, and senior-level executives.

Robert holds MBA degrees from the Anderson School at The University of California Los Angeles (UCLA) and the National University of Singapore (NUS) with an emphasis on global business management, international finance, economics, and strategy.

Robert is a frequent on-air contributor for Fox Business, he can be seen Fridays on Making Money with Charles Payne. He is also a regular guest on CNBC and other financial networks and has been featured in numerous publications such as Barron’s and The Wall Street Journal.

In this episode, Brad and Rob dive into the important ways you can manage your money to buy and sell a business, have a financial plan, and really set yourself up for success. Find out more by listening in to the full episode!