Financial Partners
| Helping you along the path to financial peace of mind..... |
| 212 Carnegie Center Princeton, NJ 08540 - (P) 609 575 6762 - (F) 609 751 9253 - (E) info@rochepartners.com |
| Copyright © 2011 Roche Financial Partners LLC. All rights reserved. Disclaimer. |
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Robert has over 15 years of experience in the financial services industry. Prior to starting
the firm in 2004, Robert was Vice President of Advisory Solutions at Albridge Solutions,
with responsibility for the firm's managed account platform and Advisory Solutions
product lines. Previously, Robert was a fund manager for the Unit Investment Trust
division at Merrill Lynch responsible for over 1,000 international and domestic closed-end
Managers' Six Sigma initiative, where Robert streamlined MLIM's hedge fund cost
structure. Robert began his career in the banking industry with Wachovia where he held
multiple positions.
Robert has written many articles and whitepapers on the benefits of financial planning and
investment management. Many of articles can be found at www.rochepartners.com/blog
and www.geniuscountry.com.
Robert holds a B.S. degree in Business Administration from the College of New Jersey and
an MBA degree in Finance from Rutgers University. He is a Chartered Financial Analyst
and a CERTIFIED FINANCIAL PLANNER® Professional. Robert is also a member of The
New York Society of Security Analysts, The Financial Planning Association, The
Financial Planning Association of New Jersey, CFA Institute, and The American
Management Association (AMA).
Robert currently lives in Princeton, NJ with his wife and son. When not helping
individuals with their financial goals, Robert enjoys reading, running, and spending time
with his wife and 14 month old son.
the firm in 2004, Robert was Vice President of Advisory Solutions at Albridge Solutions,
with responsibility for the firm's managed account platform and Advisory Solutions
product lines. Previously, Robert was a fund manager for the Unit Investment Trust
division at Merrill Lynch responsible for over 1,000 international and domestic closed-end
Managers' Six Sigma initiative, where Robert streamlined MLIM's hedge fund cost
structure. Robert began his career in the banking industry with Wachovia where he held
multiple positions.
Robert has written many articles and whitepapers on the benefits of financial planning and
investment management. Many of articles can be found at www.rochepartners.com/blog
and www.geniuscountry.com.
Robert holds a B.S. degree in Business Administration from the College of New Jersey and
an MBA degree in Finance from Rutgers University. He is a Chartered Financial Analyst
and a CERTIFIED FINANCIAL PLANNER® Professional. Robert is also a member of The
New York Society of Security Analysts, The Financial Planning Association, The
Financial Planning Association of New Jersey, CFA Institute, and The American
Management Association (AMA).
Robert currently lives in Princeton, NJ with his wife and son. When not helping
individuals with their financial goals, Robert enjoys reading, running, and spending time
with his wife and 14 month old son.
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| 609-575-6762 * Info@RochePartners.com |