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.
Professional Designations
Master of Business Administration, Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®
Education
Indiana University, M.B.A.
Georgia Institute of Technology, B.S., Industrial Management
Read more about Robert
What do you value most in your client relationships?
The trust our clients have in us.
What sparked your interest in financial planning?
Observing the services provided by a financial adviser to a family member.
What fuels you every day in your work?
Helping clients achieve their financial goals.
How do you do good in your community?
I’m active in my congregation.
Robert’s Insights
Wall Street Journal: The Problem of Being Overcommitted in Retirement
Modera's Robert Sinsheimer discusses the potential tax considerations when selling your home.
Wall Street Journal: The Difficult Task of Taking the Car Keys Away From an Older Parent
Modera's Robert Sinsheimer shares his perspectives in 'Ask Encore'.