Meet the Team
Experience Is Key
As a senior analyst for Heritage Capital Group, Robert focuses on conducting valuation projects for clients, researching industry and economic trends, and providing support to principals engaged in various investment banking functions.
Robert is experienced in performing valuations for closely-held businesses for various purposes including tax compliance, purchase or sale of interest, employee stock ownership plans, and estate and gifting purposes. His valuation experience includes clients in technology, manufacturing, distribution, agribusiness, and healthcare.
Robert received his B.S. in Health Services Administration from the University of Central Florida and his M.B.A. from the University of North Florida. Robert is also a licensed Real Estate Agent.