Industry Start
2021
Education
Denver Seminary, MDiv
Southeastern University, BS
Robert joined Kovitz in 2024 as an Associate Wealth Planner, collaborating closely with advisors to offer comprehensive client management and wealth planning support. His role focuses on delivering exceptional client service and strategic planning solutions to a diverse portfolio of high-net-worth individuals and families.
Prior to joining Kovitz, Robert was an integral member of six Wealth Management teams at Fidelity Investments. He earned a Bachelor of Science from Southeastern University and a Master of Divinity from Denver Seminary. Robert is a CERTIFIED FINANCIAL PLANNER® professional. In his free time, Robert enjoys exploring new restaurants and travel destinations alongside his wife, Kirsten.