Robert Paone joined Shepherd Financial Partners in 2021 as a Client Relationship Manager. Now, Rob serves as an Associate Advisor, bringing his previous experience working closely with clients to maintain accounts and manage their needs, to effectively and tactfully assist the team of Advisors develop financial plans.
Rob received his bachelor’s degree in finance from Endicott College in 2017. There he completed three internships, including an internship with an advisor at BG Financial where his passion for the advising business began.
After graduation, Rob worked as an Audit Assistant at Salem Five Bank and then moved to Brown Brothers Harriman where he spent the next three years as a Client Account Manager within the Global ETF Services team. These experiences allowed him to gain significant knowledge of the client services and the investment industries.
Rob joined Shepherd Financial Partners in 2021 as a Client Relationship Manager. His multifaceted role allows him to have a unique understanding of clients’ needs, and he is dedicated to providing exceptional service in the crafting of their financial plans.
In 2024, Rob achieved his Certified Financial Planner (CFP®) designation. He holds his series 7 registration with LPL Financial, and his series 66 securities registration with both Shepherd Financial Partners LLC and LPL Financial.
Rob currently resides in Stoneham, MA. He has lived in the area his entire life. In his free time, Rob enjoys playing golf, traveling, and spending time with his family and friends.