Robert Reilly
Robert Reilly, CIMA® Branch Professional

Reilly has extensive financial services industry experience having served in Executive Director and Managing Director roles at JP Morgan, Lehman Brothers and Piper Sandler where he advised institutional investors and private clients on strategy and execution. Rob also served as the Chief Investment Officer at Sandy Cove Advisors and has dedicated his time and efforts to positions with the Financial Industry Regulatory Authority (FINRA) which promotes “Investor Protection and Market Integrity.”

Rob has a longstanding relationship with the Providence College School of Business where he teaches Personal Finance and Financial Markets classes. He enjoys writing about personal finance and markets and has recently been quoted in Forbes, Fortune and US News & World Report. He earned his MBA in Finance from Babson’s Olin Graduate School and holds Series 66,65 & 7 licenses along with his Certified Investment Management Analyst℠ (CIMA®) designation. Rob resides in Hingham, MA with his wife and children and enjoys biking, golfing, hiking as well as coaching and watching youth sports.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.