Rob leads business development efforts for some of the industry’s largest and most complex wealth management firms. He and his team focus on building strategic partnerships and delivering solutions that align with each company’s long-term growth objectives.

Rob joined SS&C in 2015 through the Advent acquisition and has since excelled in several leadership roles, notably founding and leading the dynamic Enterprise Relationship Management team. Before joining the organization, he spent over a decade in the wealth management industry, driving sales development at two top custodians.

He holds a Bachelor of Arts in Economics from the University of Tennessee at Knoxville.