2025
Robert works with clients to help them pursue long-term financial security through thoughtful planning and disciplined investment strategies. He focuses on balancing capital preservation with opportunities for growth, utilizing the strength and stability of U.S. markets to help clients build confidence in their financial future.
Prior to joining Wellington Shields, Robert worked in Portland, Oregon as a Science and Mathematics teacher. Earlier in his career, he served as a Legal Assistant in law firms specializing in Personal Injury and Patent Law and also worked as a Patent Examiner for the U.S. Patent and Trademark Office, where he evaluated patent applications and technical innovations.
Outside of work, Robert enjoys hosting game nights with friends and family and spending summer days relaxing by the river.