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Robert Ward
Robert Ward
Wealth Advisor
Managing Director
New York, NY


Robert Ward, Managing Director, joined the firm in 2021. As a Wealth Advisor, Bob works closely with his clients to build investment portfolios that are customized to meet their long-term needs. He also assists his clients in developing tax-efficient wealth planning strategies that are coordinated with the clients' outside advisors. Over his 20+ years in wealth management, Bob has held senior-level roles at a large bank and at a multi-family office. He received his BBA in business administration from Lycoming College and has attended advanced investment strategy, trust and wealth planning classes throughout his career. Bob is the co-chair for an annual fundraiser for Preschool Advantage. He also serves on the finance committee for the New Jersey Conservation Foundation.
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