Rob is a collaborative leader who puts collegiality and people first. Approachable and genuine, he has a way of helping clients, including non-tax business professionals, understand the most complex tax issues and how they fit into practical business solutions. He’s also proud to serve as a mentor and resource for members of his internal team.
With over 30 years of asset management tax experience, including serving as head of the registered funds tax practice at a Big 4 firm, Rob is an industry leader in registered investment company and financial product taxation. He advises clients on tax structuring related to open- and closed-end mutual funds, exchange-traded funds (ETFs), fund-of-funds and business development companies. Rob’s depth of experience encompasses complex financial instruments, such as high-yield debt, contingent debt, inflation index bonds, emerging markets debt, derivative instruments, hedging strategies and foreign currency related transactions. Rob also has significant experience providing tax outsourcing services to both audit and non-audit clients, and he has been a leader in developing and implementing enhanced fund tax operating models. Additionally, his background includes serving as the strategic leader for technical training, operational excellence and technology transformation during his tenure as the regulated investment company tax lead at a Big 4 firm.
- ICI Tax Committee
- American Institute of CPAs
Rob resides in West Windsor, New Jersey, with his wife of over 30 years and their four dogs. Rob loves spending time with his three adult sons; cooking, including hosting holidays and dinner parties for 50 or more people; traveling and enjoying a nice glass of wine, especially Napa Valley Cabernet Sauvignons.