Robb A. Stone, Financial Planning & Investment Advisory Principal, joined CAUSEY in 2013. Robb was previously a Director with Credit Suisse where he spent fourteen years working with institutional asset managers. Robb, as Chief Investment Officer, assists clients with financial planning and investment advisory services areas.
Robb specializes in the following areas:
- Functional – investment advisory services, assists individuals in the development of investment plans, and in the supervision and management of investment portfolios, personal financial planning – assists individuals in the development of personal financial plans on a comprehensive or segmented basis, income tax planning and compliance officer.
- Industries – primary emphasis on small business, professional practices and individuals.