Robert's Wealth Advice
Successful investing requires neither luck nor skill, just a good deal of patience and a little education.
Robert's Best Life
I look forward to one day having the time and the resources to travel around the world with my wife.
About Robert
Rob Fezekas joined the team at Elevate in 2015 as a Wealth Adviser. He strives to provide each client with a customized, effective investment plan that incorporates all aspects of their particular financial situation and goals.
Rob’s investment career began in 1992 as a Securities Analyst with the Principal Financial Group in Des Moines, IA, and he continued as a Portfolio Manager with Dimensional Fund Advisors in Santa Monica, CA. After moving to Athens, he was most recently an Independent Financial Consultant focused on giving clients high quality service and unbiased financial advice.
Rob is a graduate of the University of Iowa, where he earned a Bachelor of Arts in Finance and a minor in Mathematics, then earned his Master’s in Business Administration from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Statistics, and Economics. Rob also is a Chartered Financial Analyst (CFA).
