Robert Brooks, CIMA®

Senior Trader
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BIO

Robert was born and raised an hour north of Pittsburgh in the small town of Greenville, Pennsylvania. He graduated from Westminster College in 2012 with a B.S. in Accounting and immediately started his career at a local Registered Investment Advisory firm thereafter. In 2020, he earned the CIMA® certification through the Investments & Wealth Institute. Robert and his wife, Alison, moved to Canfield, Ohio in 2023 where they enjoy walking local trails and trying new restaurants.

How would you describe yourself in one sentence?

I am easy going but also detail-oriented.

What is something most don’t know about you?

I am an Eagle Scout with strong internal map & compass skills.

What do you do in your free time?

Spending time with friends and family, listening to many genres of music, guitar, model railroading, taking day trips in my Plymouth Duster, and the never-ending pursuit of the perfect cheeseburger.

What are your wardrobe constants?

Outside of the office, usually a t-shirt and jeans that I can get dirty.

What is something interesting someone has said about you?

That I have a lot of professional integrity in what I do.

What are you proud of?

Always continuing to evolve positively on the other side of every hurdle in life.

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