Rob Nelson

Bringing almost 30 years of industry leadership and executive management experience to his role with the company, Rob provides vision, direction and strategy - continuing to develop a firm and business model centered around clients' unique needs. With a focus on driving a Personal Office® experience for every client, Rob continues to build a growing company that serves an exceptional client list of investors, entrepreneurs, athletes, Fortune 500 corporate executives, and multi-generational families from around the world.