Robert is responsible for developing new Modera relationships with executives, business owners and licensed professionals. As a wealth manager he then works with the Modera team to develop the financial plan and implement the wealth management strategy and investment portfolio design for high-net worth individuals.
Master of Business Administration, Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™
Indiana University, M.B.A.
Georgia Institute of Technology, B.S., Industrial Management
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Modera's Robert Sinsheimer discusses the potential tax considerations when selling your home.
Modera's Robert Sinsheimer shares his perspectives in 'Ask Encore'.