Robby began his career in financial services as an Account Executive for a national REIT backed wholesale lender. That role led to him opening a boutique Real Estate Investment and Finance firm with three partners at the age of 25. Wanting to expand his investment and planning knowledge, Robby spent the next five and a half years working as a financial advisor for Morgan Stanley. With a strong belief in efficient markets and the value of financial planning as a foundation for client relationships, he left Morgan Stanley to run business development for a $1.5 billion RIA here in the Bay Area. As a life-long friend of Sean’s, when the opportunity arose to come and work with Affinity, the decision was easy. Robby lives in Marin with his wife, his 3-year-old son Lenox and his two dogs.