Robby has over ten years of experience in the financial services industry and is the Director of Investments with Legacy Financial Advisors. His role involves overseeing all trading and research activity for the firm, such as investing idle cash, cash raises, and rebalancing. On the research side, this includes researching all managers involved with funds and SMAs. Robby also works with advisors to recommend and implement client portfolio allocation and asset location plans.

Prior to joining Legacy Financial Advisors, Robby held research and portfolio management positions with Opus Capital Management and Truepoint Wealth Counsel. Robby is a CFA® charterholder and an active member of the CFA Society of Cincinnati.

Robby graduated summa cum laude from Northern Kentucky University with a Bachelor’s degree in Finance. While at NKU, he was a member of the Beta Gamma Sigma and Golden Key honor societies. He also earned an MBA from Xavier University.

Robby is an extremely detail-oriented self-starter. His experience before arriving at Legacy Financial exposed him to institutional small-cap trading, research, portfolio management, operations, and compliance—giving Robby a deep understanding of the business from all angles. Knowing that his work has a direct impact on clients’ retirement is the most enjoyable part for Robby.

Robby resides in Dayton, Kentucky with his three children. Outside of work, Robby enjoys traveling, kayaking, boating, attending concerts, and cheering on the Bengals and Reds.