About Us
About Me
Robert has more than 20 years of experience across financial services, real estate, and technology. He began his investment industry career in 2001 with Morgan Stanley Dean Witter before moving his practice to Merrill Lynch in 2004. After six years as a financial advisor, he decided to change career paths. In 2006, he joined Thomson Reuters as a Strategic Account Director, covering various wealth management firms. After receiving an MBA from New York University, he held several positions at CoreLogic, culminating in Director of Strategic Sales and Licensing. After working in both the technology and real estate fields, Robert realized his passion for forming long-term connections with families, business owners, and entrepreneurs and helping them pursue their financial goals. In 2021, he joined Stifel to do just that.
Robert earned a Bachelor of Science in Finance from Case Western Reserve University and went on to attain an MBA in General Management at New York University.
Robert lives with wife, Aimee, daughter, Silvia, and dog, Schafer, in Midtown Manhattan. They enjoy spending their summers in Long Island and Southampton with family and friends.
About Me
Matt joined Stifel in 2022, bringing a solid client service background after working as a Member Service Associate at United Teletech Financial Credit Union. He is responsible for assisting Robert with office operations, providing high-quality communication with clients, and making sure all administrative tasks are completed correctly.
Matt earned a B.S. in Financial Management from Clemson University and holds Series 7 and 66 securities licenses, as well as New Jersey life and health insurance licenses. Matt spent his whole life growing up in New Jersey but now resides in New York City, exploring the city one street at a time.
Community Involvement
The Susan Kitchin Goellner Memorial Scholarship
In their mother’s memory, Robert and his siblings started The Susan Kitchin Goellner Memorial Scholarship fund to support students with a desire to enter the healthcare industry specializing in women’s health. The purpose is to provide inspiration and support throughout their two-to-four-year post-high school careers and encourage them to develop as leaders and agents of influence throughout the healthcare community. So far, Robert and his siblings have pledged/donated more than $20,000 to young people dedicated to promoting and leading in women’s healthcare.
In addition, Robert serves multiple roles throughout the community, including as chairman of the board for Make Music New York, Fellow for Economics Club of New York, advisory board member for New York University Center for Real Estate Research and New Leaders for the Carnegie Council on Ethics, and member of Case Western Reserve University Alumni Association.