Robert T. Stephenson

Rob Stephenson is the firm’s Executive Vice President and Director of Research. In his role, Rob evaluates and manages investment portfolios to ensure the delivery of conflict-free, objective investment advice. Rob works in collaboration with members of the Investment Committee to determine equity, fixed income, and asset allocation investment decisions for client portfolios. He also serves on the firm’s Trading and Operations Committee. In addition to previous experience as a research analyst and portfolio manager, Rob served as Vice President of Investments at UBS PaineWebber. He received his MBA in Finance from Boston College and his bachelor’s degree from Connecticut College. Rob is also a member of the Boston Security Analysts Society.