Robby is passionate about taking complex financial data and turning it into easy-to-understand, actionable ideas for our clients and their portfolios.
Robby has over 9 years of experience in the financial services industry and is a Portfolio Manager with Legacy Financial Advisors. Robby’s role with Legacy Financial Advisors involves investment research and due diligence, developing client-specific asset allocation strategies, and trading. 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 a 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 currently serves as Treasurer for the Campbell County Red Devils Youth Football and Cheer Organization and as a mentor in the NKU Executive Mentorship Program. Robby resides in Fort Thomas, KY with his wife Destinie and three children, Grayson, Ella, and Emmaline. Outside of work, Robby enjoys coaching youth sports, spending time outdoors with his family, cheering on the Bengals and Reds, and playing basketball.
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