As Chief Investment Officer, Rob has 31 years of experience as an industry leader in portfolio management for large, sophisticated foundations, endowments, pensions, and ultra-high net worth individuals. Rob oversees the portfolios within IWC and helps educate, mentor and provide joint work assistance to IFP advisors working with larger, more complicated clients. Rob takes a consultative, educational approach to all advisor interactions. He has a unique ability to adjust the technical level and chemistry of dialogue to fit the audience and to make the complex, remarkably intuitive and straightforward.