Meet Robert Holton, MBA, CWS:

Rob specializes in helping high net worth families and business clients through comprehensive wealth planning, investment allocation, risk assessment, and next generation education. In addition to earning his MBA at Marquette University, Rob is FINRA Series 7 and Series  66 licensed.  

Prior to this role, Rob was a Director – Private Wealth with BMO Private Bank in Milwaukee, serving as lead advisor and relationship manager to high-net worth individuals, families, and organizations, including many family-owned and closely-held businesses. He has also held the Vice President role for the Private Client Group at Johnson Financial and Cleary Gull Advisors. Prior to his work in the financial field, he worked as Vice President – Sales and Marketing in his family-owned recruiting firm.  

Rob has also written articles published locally, nationally, and internationally on the topics surrounding high-net worth families and closely-held businesses. He is a frequent speaker on the topic and always open to conversations surrounding family-owned business.