ADVISOR BIO

Robert Mark Steinman is a financial advisor who has been in the industry since 1993. Robert Mark is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since March 2020. Prior to Stifel, Nicolaus & Company, Inc., Robert Mark was employed by Raymond James & Associates, Inc.. Robert Mark has a wide range of experience in the financial services industry, including working with individuals, businesses, and institutions. Robert Mark offers financial planning, portfolio management, and other advisory services.

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Robert Salerno is a financial professional with over 20 years of experience in the industry. Robert is currently registered with HSBC Securities (USA) Inc. where has been since 2009. Robert has also held previous roles with Citigroup Global Markets Inc. and CSFBDIRECT, INC. Robert specializes in securities, investment advisory, and portfolio management. Robert has a strong track record of success and is committed to providing clients with personalized financial advice.

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Robert J Rumley is a financial advisor with William Blair. Robert has been in the industry for over 20 years, starting his career at UBS Financial Services Inc. in 2002. Prior to joining William Blair, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley.

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Robert Andrew Lee is an active investment advisor representative with Lord, Abbett & Co. LLC since 2003. Robert is registered with the state of New Jersey. Robert has worked in the securities industry since 1998. Robert's previous employment includes KIDDER, PEABODY & CO. INCORPORATED and CS FIRST BOSTON CORPORATION. Robert is a registered representative with FINRA and has passed the Series 7, 63, 24, and SIE exams. Robert has a strong track record of providing investment advice and portfolio management for individuals, businesses, and investment companies.

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Robert Giannini is a financial advisor currently working at Amundi Asset Management US, Inc. in Boston, Massachusetts. Robert has over 20 years of experience in the financial industry and holds licenses for both Series 63 and Series 66. Robert is registered as an investment advisor representative in Massachusetts, Nevada and California. Robert previously worked at Wachovia Capital Markets, LLC, FTN Financial Securities Corp, HSBC Securities (USA) Inc. and Citigroup Securities, Inc.

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Robert Charles Eising is a registered Investment Advisor Representative with Cannell & Spears LLC. Robert Charles Eising has been in the financial industry since 1999 and has experience at BEAR WAGNER SPECIALISTS LLC, WAGNER STOTT MERCATOR, L.L.C., and Peter B. Cannell & Co., Inc.. He is registered in New York and is a Series 63, Series 7, Series 21 and Series 25 qualified. Robert Charles Eising provides advisory services which include Financial Planning, Selection of other advisers, Portfolio management for individuals, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, and Portfolio management for businesses. Cannell & Spears LLC is a registered investment advisor with the SEC. The firm has offices in New York.

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Robert Gary Schultz is a financial advisor with Robert W. Baird & Co. Inc. Robert Schultz has been in the industry since 2000. Robert holds the Series 66, Series 23, Series 10, Series 9, SIE, and Series 7 licenses and is registered in Wisconsin as both a broker and an investment advisor. Robert specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

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Robert Leonard Caron is an investment advisor representative at MAI Capital Management, LLC, located in Cleveland, OH. Robert has been in the industry since 1992, with experience at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY BROKERAGE SERVICES LLC, MONTANO SECURITIES CORPORATION, and PRUCO SECURITIES CORPORATION. Robert holds the following licenses: Series 6, 7, 8, 63, and 66. Robert specializes in financial planning, pension consulting, portfolio management, selection of other advisors and due diligence/research.

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Robert Scott Maney is a financial advisor at Invesco Advisers, Inc. Robert has over 25 years of experience in the financial services industry. Robert is registered with the state of Texas as an Investment Advisor Representative. Robert is also registered in 53 other states and the District of Columbia as a Broker-Dealer. Robert's previous experience includes positions at ADP Broker-Dealer, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Wells Fargo Brokerage Services, L.L.C., Pioneer Funds Distributor, Inc., and Titan/Value Equities Group, Inc.

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Robert Sherrier is a financial advisor with over 18 years of experience in the financial services industry. Robert is currently registered with Vanguard Advisers, Inc. Prior to joining Vanguard Advisers, Inc., Robert was with USAA FINANCIAL ADVISORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert holds the Series 6, 7, 63, and 66 securities licenses. Robert also holds the SIE exam license. Robert has earned the Certified Financial Planner designation. Robert specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert provides services for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Robert is committed to providing his clients with personalized financial advice and guidance.

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