Rob Napolitano is the Director of Investment Operations responsible for monitoring the risk inside the strategies, research and review of opportunities and implementation options, and custodian relations. Rob works closely with the USWM Investment Committee members in developing strategies and tracking economic trends within our proprietary asset management platform consisting of over 10 risk-managed model portfolios. Rob provides research and guidance to the Investment Committee in directing the committee of 4 members’ bi-weekly meetings. He provides support for advisors by participating in client meetings to explain our comprehensive investment philosophy and process to both existing clients as well as potential new clients to the firm.
Rob’s prior experience was as a property accountant with Federal Management in Boston where he was responsible for ten commercial and residential projects with annual revenues exceeding $28 million. Rob was responsible for delivering monthly financial statements to project investors and management company shareholders. He was also responsible for creating budgets and forecasts for each project on an annual basis.
Rob is a graduate of Bentley University with a B.S. degree in Corporate Finance and Accounting.