Robert began his career as a Management Associate in Citibank's Executive Training Program in 1990. He transferred to Citi's high net worth client group in 1993 where he was the first in his training class to be promoted to Financial Advisor. He is a founding member of the Hanes Haber Group, which now boasts seven Financial Advisors and four support staff to best serve the team's high net worth clients. Robert is experienced in various areas of focus that include estate planning, insurance planning, personal financial planning, fixed income, alternative investments, and asset management. He oversees his team's financial planning committee, which is responsible for developing and implementing retirement, estate and insurance planning strategies. Robert coordinates and manages the team's referral relationships with various trusted colleagues, including attorneys and CPA's.
Robert was selected as one of Barron's Top 1,000 Advisors in 2009. He was a member of Smith Barney's Director's Council from 2006 to 2009, as well as Citibank's President's Advisory Committee. He holds the Series 7, 63, and 65 securities licenses, and is New York Life and Health Insurance licensed. He received his BS from Iona College and his MBA from Hofstra University. He completed the CERTIFIED FINANCIAL PLANNERTM certification program through New York University and earned his CERTIFIED FINANCIAL PLANNERTM designation in 1998. In addition, Robert also offers his knowledge and experience on a voluntary basis to those in need of financial advice.
Robert resides on Long Island with his wife and their two daughters. He enjoys spending time with his family, playing sports, traveling, and has also been actively involved in coaching little league for over ten years. He is a member of the Long Island Financial Planning Association.
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