Robert is a Senior Vice President and a member of the Investment Committee. In addition to managing portfolios for high net worth clients and institutions, he conducts fundamental research on energy stocks. Prior to joining Inverness in 1993, Robert worked at White Oak Capital Management and was an Investment Officer at the Bank of New York.
He earned a BA from the University of Utah in 1985 and an MBA from New York University in 1992. Robert served on the board of trustees of the Putnam County Land Trust from 2002-2013. Robert has served on the financial advisory board for SymbioCellTech, LLC since June 2012 and is on its Board of Managers.
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