Robert Szigeti III serves as Vice President and Analyst for the firm. His extensive expertise in wealth management and financial analysis delivers exceptional results for the firm's clients. He is committed to providing tailored solutions to help clients achieve their financial goals and drive positive outcomes.
Robert began his career at PCS Research Services in New York City where he acted as a liaison between asset managers and research providers. He spent the last four years at Merrill Lynch, where he held various roles across both the Merrill Edge and the Merrill Lynch Investment Solutions Group (ISG) platforms. During his time there, he held a variety of roles, with most of his experience being in the Merrill Investment Solutions Group consulting with advisors on portfolio strategy and construction.
Outside of work, Robert is a technology enthusiast, who enjoys exploring new technologies including the latest in Artificial Intelligence, as well as building applications and websites. He is always looking for ways to incorporate technology into his processes to better serve his clients.
Robert holds a B.S. in Finance and a B.A. in Economics from Syracuse University. Additionally, he holds his Series 7 and Series 66 licenses.