Director — Institutional Services
(646) 845-0714
Robert is a Director in Institutional Services, where he focuses on client interactions using his in–depth expertise of the Wolfe Trahan product, having spent four years on the transportation research team at Bear Stearns & Co. He also serves as the firm’s primary technology liaison with its vendors. Previous to Wolfe Trahan, Rob earned the title of Vice President in Equity Research, during his time as a research associate at Bear Stearns focusing on the Trucking and Airfreight & Logistics sub–sectors.
Prior to Bear Stearns, Robert worked in industry as a Flight Test Engineer at Pratt & Whitney (United Technologies). He was responsible for the assembly, instrumentation, and testing of several commercial and military engine validation programs, interacting extensively with Boeing, Airbus, NASA, the USAF, and various aircraft suppliers to complete flight programs.
Robert graduated with high honors with a B.S. in Mechanical Engineering from Michigan State University where he also played on the Water Polo team and created an online bookstore startup. He is a CFA charterholder, and resides in Connecticut with his wife Megan.