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 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 in client service and the investment industry.
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 exception service in the crafting of their financial plans.
Rob 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 Reading, 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.