People

Robert Roman

Robert has over 18 years of experience in wealth management providing financial services to families through multi-generational forward-thinking solutions. He started his career at UBS where he spent 10 years as a financial analyst and advisor to affluent high net worth individuals, families, and corporations.

In 2011 he founded Legacy Private Client Group, a Registered Investment Advisory (RIA) firm, where he built a platform that facilitated a holistic solution. Legacy Private Client Group quickly became one of the fastest growing wealth management firms in the US. In 2016 he partnered with MGO to plug in the infrastructure he built as an RIA to further develop his holistic vision and service model.

Today Robert Roman is known as a leading financial advisor in the entertainment and sports world.