Robert Paone joined Shepherd Financial Partners in 2021 as a Client Relationship Manager where he assists the Client Relationship team in maintaining client accounts and providing excellent service for all client needs.
Rob received his bachelors 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.
Shortly 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 in client service and the investment industry as a whole. Rob looks to transition this knowledge and expertise into providing excellent service to our clients here at Shepherd Financial Partners.
Rob resides in Stoneham, MA, where he has lived his entire life. In his free time, Rob enjoys playing golf, traveling and spending time with his family and friends.