"Our people make us great."
As an Investment Analyst at Phillips & Company, Robert is responsible for the management and reporting of portfolios, the weekly market commentary, and also heads the research team.
He’s been on the “buy” side of financial services since 2014; prior to that, he worked in client relations and film finance in the movie business in Los Angeles.
He loves all genres of movies, but some of his favorites include Wall Street, Boiler Room, The Big Short, and The Internship. Since moving to Portland three years ago, Rob’s also developed a love for the Portland food scene.
Rob is a Level II CFA candidate and in his spare time, enjoys playing tennis and spending time with his girlfriend.
Rob attended Linfield College in McMinnville, Oregon and has a Bachelor’s of Science in Accounting. He holds his FINRA® license Series 7 and 66, and has earned his Life and Health Insurance License for Oregon.