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Robert is a Trust Associate with Pendleton Square, supporting both our Atlanta and Chattanooga offices. His responsibilities include working with trust administration teams to handle complex family trust matters, partnering with our clients’ investment advisors and seamlessly establishing new client relationships. As part of these efforts, Robert is also involved in relationship building and beneficiary education programs.
A native of Lookout Mountain, Tennessee, Robert graduated from Washington and Lee University with a Bachelor of Arts in Biology. He has also earned a Master of Science in Management from Wake Forest University School of Business. Early in his career, Robert spent time in Charlotte, North Carolina with a boutique investment bank. More recently, and prior to joining Pendleton Square, Robert worked as a Senior Financial Analyst with Truist Bank, supporting the Investment Banking and Wholesale Lending groups. Robert is an avid golfer and enjoys reading, hiking and live music.