Robert Barone

Managing Director, Wealth Advisor

Areas of Expertise

Asset Allocation
Goal Alignment
Retirement Planning
Tax Strategies
Estate Planning

Qualifications & Experience

  • Ph.D. in Economics, Georgetown University
  • Forbes Blogger, Bank CEO
  • Bond Portfolio Manager, Equity and Fixed Income ETF Co-Manager, Extensive Experience as a Wealth Advisor
  • Various Board Chairmanships
Reno, NV


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Words to Live By

“Just okay” doesn’t cut it.

Client Experience Professionals

Team Members

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Robert has over 50 years of experience in academia, banking/finance, and wealth management – leveraging his expertise on the economy to navigate client portfolios through thick and thin. He co-manages the Universal Value Intermediate-Term Fixed Income ETF (NYSE symbol: FFIU), an intermediate term fixed income fund traded on the NYSE. A respected voice in the finance industry, Robert also authors a weekly economic blog for Forbes.

Robert was previously the Chairman & CEO of a successful community bank; a board member of CSAA Insurance Co. and AAA Northern CA, NV, and UT; and Chairman of the Board of the Federal Home Loan Bank of San Francisco. He is a current member of the Board of Allied Mineral Products in Columbus, OH – one of the world’s leading refractory companies.

Robert and his wife, Diane, have 3 children and 6 grandchildren. While Robert loves outdoor activities (including golf), his favorite hobby is cooking (especially pizza) – and he and his wife frequently travel to Italy in pursuit of that passion.