Innovation and Sustainability
Beth Israel Deaconess Medical Center – Leadership Board
Woods Hole Oceanographic Institution – Corporation Board
As a Senior Portfolio Manager in the Institutional Advisory Practice team at The Colony Group, Rob provides comprehensive solutions to the investment, wealth planning and philanthropic needs of owners and stewards of substantial capital. Rob is a financial professional with more than 34 years of experience in the wealth management industry.
Rob has written on alternatives to fixed income, redefining growth and value investing, the impact of innovation on investment decisions and ensuring a successful family legacy. Rob’s experience gives him a perspective on all aspects of family legacy planning with an emphasis on investing.
Rob served as a Senior Managing Director at New Providence Asset Management prior to their merger with The Colony Group in 2021. Rob spent 27 years at Goldman Sachs becoming co-head of a private wealth advisory practice that was among the firm’s largest, with more than $3.5 billion in client assets under advisement.
Rob earned a Master of Business Administration in Finance at the Wharton School and a Bachelor of Arts in History from Harvard University. He completed the Wealth Advisory program at Goldman Sachs.
Outside of the office, Rob spends time with his family skiing, backcountry skiing, cycling, golf and other adventures. Rob enjoys travel and is an avid reader.
Benchmarks provide a framework for achieving successful long term investment results. In this thought piece, we will help you decipher when and how to use, or not use benchmarks....
What purpose do benchmarks serve? Benchmarks can help provide institutions with a framework for achieving successful long-term investment results. Once risk and return objectives have been codified, a system...
The goal of this paper is to help you structure a successful and enduring legacy. Ensuring a Successful Family Legacy will frame the issues around your legacy, enable you...
The goal of this paper is to help you get structured for investment success. This requires asking the right questions and prioritizing your objectives. Threshold Questions will help you...
What options are currently available to me to leverage my philanthropic goals? Rob Inches: The nine most common opportunities are, 1) Traditional Philanthropy – support for all good causes,...
At the Colony Group, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow. A component of how we achieve our...