With over 25 years of experience, Robert Hollmann specializes in providing personalized, discretionary investment management for high-net-worth individuals, businesses, and trusts. He brings a deep understanding of portfolio construction, risk management, and long-term financial planning tailored to each client’s unique needs.
Robert holds a Master’s degree in Finance from the University of Massachusetts.
Portfolio Management ServicesFinancial PlanningWealth Management Services
Prior to joining Ivory Wealth Management, Robert served as President of Nobilis Wealth LLC, where he led investment strategy and portfolio management. He also held the position of First Vice President at Wells Fargo Advisors, managing portfolios through the firm’s Personalized Investment Management (PIM) program.
Outside of work, Robert is passionate about technology, history, and biking.
Robert is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®). Additionally, he holds the FINRA Series 6, 7, Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Adviser Law Examination) licenses.