Robert Payne, AIF®, is a seasoned financial professional with extensive experience in portfolio management and client advisory roles. Currently serving as Client Portfolio Manager at Montville Financial Group, LLC, since November 2017, Robert specializes in consulting high-net and ultra-high-net-worth clients, performing detailed industry research, and developing tax-efficient financial plans. Prior to this, Robert worked as Client Portfolio Manager at The Investment Center, Inc., and held positions such as Associate Financial Advisor at Ameriprise Financial Services, Inc., Registered Investment Associate at Stifel Financial Corp., and Senior Investment Analyst at Bleakley Financial Group and Northwestern Mutual. Robert holds a Bachelor of Science in Business Administration with a focus in Finance from Monmouth University.
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