Robert Shaw
Managing Director, Senior Portfolio Manager
About Robert
Robert takes care of people who want to protect and grow their wealth. He combines an institutional approach to portfolio management with a mature perspective on financial planning and the highest level of personal service and attention. Robert thrives on complex problem solving and loves to help people think through important questions. He eagerly learns details and keeps track of moving pieces to help clients stay organized and make good decisions.
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Growing up in Charlotte, Robert was a "lifer" at Charlotte Country Day School, after which he earned his Bachelor of Science Degree in Economics at Duke University. A lifelong member of Myers Park Presbyterian Church, Robert is an Eagle Scout and Arrowman and remains active as a Scoutmaster in the church's Boy Scout Troop. He thrives on fellowship and volunteer service opportunities through Rotary International and also enjoys sporting clays, sailing, hiking, and playing golf.
Contact
No matter your stage of life, if you're looking for a fiduciary that will put your interests above all else, we may be a fit. We value simplicity, transparency and serving our clients in the highest capacity. We would like to have a conversation with you.
