Rob is Group Vice President, and Institutional Business Line Leader for Retirement and Institutional Custody Services. He leads the Intermediary Sales team and is the product leader for the Collective Investment Trust business. He is responsible for building and managing enterprise level partnerships and strategic alliances that create opportunities to broaden the business and service offering.
He has over a decade of industry experience, with more than half of those spent with Wilmington Trust.
Rob earned a Bachelor of Arts degree in Finance from Washington State University.
What are some of the benefits of a collective investment trust (CIT) for advisors, consultants, and plan sponsors?
Download White Paper
Learn more about the many advantages of considering CITs as investment vehicles in defined benefit and defined contribution plans, including myths surrounding CITs and the benefits for advisors, consultants, and plan sponsors.
Increased transparency around Collective Investment Trusts could boost demand.Collective Investment Trusts are becoming an increasingly important part of the retirement space.In 2018, the SEC announced it would be scrutinizing the fees charged by financial professionals, and how those expenses are disclosed to investors.
