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Rob has over seventeen years of experience advising ultra-affluent families. Prior to co-founding Quintile Wealth Management, Rob was Managing Director of myCFO's Los Angeles office as well as a Client Service Director in myCFO's Family Office Services group. Before that, Rob was a tax partner with Deloitte & Touche LLP in their Los Angeles office and head of their Technology Industry Practice for the Southwest Region. During his eleven years at Deloitte & Touche, Rob focused on serving the planning needs of family-owned businesses and their owners, and specialized in advising families on how best to manage these highly appreciated illiquid assets in the context of their personal wealth and taxation. During his tenure, Rob advised many families on the complex issues related to events such as succession of the business, mergers, acquisitions, and initial public offerings, and helped many of them successfully transition to managing their wealth. Rob is a California CPA, and holds a BS in Economics and Finance, with an emphasis in business administration, from the University of California, Los Angeles. He is a member of the UCLA Economics Council, frequently speaks at industry conferences and the Anderson Graduate School of Management, and has participated in teaching on various subjects at the University of Southern California. | 