Rob joined MountainOne Investments in 2001 and has over 20 years’ experience as a financial services professional. He is a graduate of Williams College and after an nine-year career as a professional hockey player and college coach, he secured his FINRA Series 7, 24, 63 and 66 registrations. As a Principal at MountainOne Investments, Rob provides comprehensive investment, financial planning, and life insurance services to individuals and organizations. He specializes in retirement plan advising and advisory-based asset management. He is registered as an Investment Adviser Representative of Commonwealth Financial Network®. Additionally, Rob is life, health, and disability insurance licensed in Massachusetts. He serves as a board member and officer for several not-for-profit organizations in Berkshire County. He resides in Williamstown with his wife, Christy, and their three children.
PLANNED SERVICE OUTAGE: Bill Pay will be unavailable beginning October 4, and ALL Online & Mobile Banking services will be unavailable beginning October 6, as we prepare to launch our New Digital Banking Platform on October 10. See what services will be unavailable, and what you can do to prepare.