Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning
Robert graduated from DePauw University’s Management Fellows Program in 2004 with a Bachelor of Arts in Economics. He earned his Master of Business Administration degree from the University of Michigan’s Stephen M. Ross School of Business in 2011. He also holds the CFA (Chartered Financial Analyst) designation.
Robert spent the early part of his career as an analyst for institutional asset managers, including the Treasurers of Ford Motor Company and Owens Corning along with a number of hedge fund clients at Bank of America.
Originally coming to Lau & Lau Associates as a client, Robert understands the tremendous value of highly personalized client service in the financial planning process and now plays an instrumental role in advising the firm’s personal and corporate clients alike.
Rob is a member of the CFA Society of Detroit.
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