Vice President Investment Services
Rob joined Alpha Pension Group in 2018 and chairs the Alpha Investment Committee. He has oversight for all investment research, investment manager selection, and portfolio composition. Under Rob’s leadership, the Alpha Investment Team performs due diligence and risk management research related to client investment menus. In addition, they develop benchmark reports to help ensure clients continuously offer a competitive retirement benefit and satisfy their fiduciary responsibilities while striving to help their employees retire confidently.
Prior to joining Alpha, Rob served as an investment director at MassMutual Financial Group and as vice president of investment strategy at Fidelity Investments. Rob spent the first half of his 30-year career as an analyst in the investment industry, first at Fleet Bank and then at Fidelity Investments.
Out of the office, Rob cherishes time with his wife and two children, whether it be relaxing on sandy beaches or hitting the ski slopes in the winter. He is also an avid disc golfer and can be found playing on courses in Franklin and Easton with his family.
Education and Professional Designations
Bryant University, B.A. Accounting and Finance
University of Rhode Island, M.B.A.
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analysis (CAIA)
FINRA Series 7, 24 and 63 securities registrations held through LPL Financial; Series 66 held through Alpha Pension Group, Inc. and LPL Financial