Robert works closely with clients and financial advisors through the life cycle of the portfolio management process, acting as a liaison between the investment team, advisors, and their clients. His primary focus includes communication and execution of investment strategies.

Robert currently holds a Series 65 License. Robert passed Level I of the CFA program in February 2023, level II in November 2024, and is a February 2026 level III candidate in the CFA program.

Before joining Signet in 2021, Robert worked for Barron System Integration, a family-owned IT consulting firm that specializes in custom software development, system integration, and general business processes.

Robert has a BM in Jazz Studies with a Minor in Finance from the University of North Texas. He enjoys spending time in nature, traveling, reading, and building new skills.