Chief Investment Officer
As CIO, Rand overseas the financial planning process and investment portfolio management for clients. His team works hand-in-hand with the advisors to ensure the financial plans and portfolios are built to help our clients’ reach their financial goals. He also serves as one of the “quarterbacks” connecting our clients with other trusted advisors. Rand’s favorite part about his job is that every day is different. Some days he will have a lot of facetime with clients. Other days he will be in “plan building” and “investment research” mode.
Rand graduated from Winthrop University in 2009. He held an internship at a wealth management firm in college (actually he and Rob were interns together), then went full-time in wealth management after graduation. He obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2012.