As the Financial Planner and Case Design Lead at ChangePath, Robert oversees the development of financial plans for the clients of the firm, and also the development of the Case Design process within the firm. Prior to joining ChangePath, Robert was an Associate Client Portfolio Manager for Nuance Investments in Kansas City, Missouri. He has also worked for Ivy Investments (formerly Ivy Funds) in Mission, Kansas, and LaSalle Investment Management based out of Chicago, Illinois. Robert received a B.A. in Economics from Northwestern University in Evanston, Illinois. He obtained his CFA designation in 2018.
Michigan Office
18645 Canal Rd., Suite 2
Clinton Township, MI 48038
Phone: 586.228.1282
Fax: 859.818.0409
Ohio Office (Blue Ash)
4555 Lake Forest Drive, Suite 650
Cincinnati, OH 45249
Phone: 859.372.6727
Fax: 859.818.0409
Michigan Office
18645 Canal Rd., Suite 2
Clinton Township, MI 48038
Phone: 586.228.1282
Fax: 859.818.0409
Ohio Office (Blue Ash)
4555 Lake Forest Drive, Suite 650
Cincinnati, OH 45249
Phone: 859.372.6727
Fax: 859.818.0409