Working as a Research Analyst, Robert conducts research in support of the firm’s Roanoke office and supports custom portfolio analysis. He assists with the team’s relationship management efforts as an additional day-to-day point of contact for clients and related parties. Prior to joining WST in 2020, Robert interned for a wealth management firm located in Knoxville, TN.
Born in Richmond, VA, Robert grew up in Lynchburg before relocating to Tennessee where he graduated from the University of Tennessee with a bachelor’s in Business Administration – focusing on Finance and Economics. In his free time, you can find Robert playing and watching sports as well as spending time with his family and friends.