Robb is Senior Wealth Advisor with WealthSource Partners, a United Capital company. He brings over 15 years of experience in the finance industry serving high net worth clients. Robb’s expertise is building and managing custom multi-asset class, risk optimized portfolios. Robb holds a Bachelor’s degree in Management from Clemson University and holds the Chartered Financial Analyst designation.
Prior to joining WealthSource, Robb served as Senior Investment Strategist and Vice President at Wells Fargo Private Bank, where he managed a $350MM in discretionary assets. Robb is active in the community; in addition to serving as a Board Member for RiversEdge West, Robb has spent time as a founding Board Member of the Grand Valley Trails Alliance as well as a volunteer crew leader with the Colorado Outdoor Plateau Mountain Bike Association and other public lands trail builds. Robb has embraced the Western Colorado lifestyle, enjoying mountain biking, backpacking, dirt biking and skiing.
