For nearly 20 years, Rob has committed to memory and has kept in his briefcase a laminated card that every Ritz Carlton employee carries. Inscribed is the Ritz Carlton Service Credo, Motto, Employee Promise and their 12-point Service Values. Rob keeps it as a reminder that he too runs a high-end service business where we are, indeed, ladies and gentlemen serving ladies and gentlemen.

Rob is a graduate of the University of Southern California’s School of Cinematic Arts with a degree in screenwriting. After five years working in the entertainment industry, he began his investment management career in 1992.

Having joined RBC Wealth Management’s Rolling Hills Estates, California, branch in July 2018 as a managing director – financial advisor, Rob is proud to say that he works in a professional environment where the genuine financial care and comfort of the clients is the highest mission. His team, The Robertshaw Group, works with a select group of clients around the country including foundations, endowments and ultra-high-net-worth families. Focus centers on the development and maintenance of prudent investment strategies to help clients pursue their objectives.

Rob is a senior portfolio manager – portfolio focus and earned the Certified Investment Management Analyst® designation from the Wharton School, University of Pennsylvania.

Events of the past few years have given a renewed focus to the importance of wealth planning. At RBC Wealth Management, we provide widespread services and capabilities to address the fundamental issues of wealth planning. Preparing well means developing a wealth plan that keeps you on track to meet your goals at every stage of life. We customize your plan and execute investment strategies to meet those unique objectives while considering risk, market volatility, inflation and tax concerns. We look forward to working with you.