Rob is the founder of Clarfeld I Citizens Private Wealth, established in 1981 in New York City, where he currently serves as the Executive Chairman, CFP®, CPA. This bio specifically highlights his role on the advisory board at the Access Psychology Foundation.
With over 38 years of experience, Rob has transformed Clarfeld into a leading global family wealth management boutique. While serving as CEO at Clarfeld, his preferred roles are Keeper of the Vision and Mentor-in-Chief, and he is a member of the Investment Policy Committee.
Rob’s expertise extends to advising financially successful families and family-owned businesses, both domestically and internationally. Clients value his financial advice, characterized by straightforwardness, warmth, informality, and humor. His wisdom is rooted in a deep understanding of psychology and the complexities families face in financial and interpersonal matters.
A key interest for Rob is mentoring talent, showcasing his commitment to the growth of partners and their role in a succession plan ensuring continued vision and commitment to clients. His active involvement in community and philanthropic organizations aligns with his advisory role at the Access Psychology Foundation.
Before founding Clarfeld I Citizens Private Wealth, Rob worked at Arthur Young & Company and Peat, Marwick, Mitchell & Company. He has led the development of the firm’s international practice and considers London a second home. Beyond his professional endeavors, Rob enjoys traveling, bicycling, hiking, photography, playing guitar, and attending cultural events.
Married with two sons, Rob is also a devoted pet owner to his beloved Cavalier King Charles Spaniels – Aston and Emma. His commitment to community and philanthropy complements the mission of the Access Psychology Foundation, focusing on mental health treatment, training, and diversity in psychology to provide access to quality mental health care for underserved communities.