Rob Caldwell is a Wealth Advisor at North Corner Wealth and Lifeworks Advisors, beginning their roles in 2024. They previously served as Director of Investment Research and Wealth Advisor at Greensview Wealth Management, LLC from 2018 to 2024. Rob has also held positions including Investment Analyst at Morningstar Investment Management LLC and Operations Associate - Equity Trader at Morningstar Investment Services between 2011 and 2017, among other financial roles. They earned a B.S. in Finance from Butler University in 2010.
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