Rob Britton has joined TCG with over fifteen years of investment experience. In his role as a Senior Wealth Advisor, Rob is focused on fully understanding each of his client’s unique set of needs and circumstances in order to make the most appropriate recommendations that encompass all parts of a client’s financial life. Rob will be joining us as a contributing member of the TCG Investment Committee.
Prior to joining TCG, Rob was a Portfolio Manager at WFA Wealth Advisors and Wells Fargo Private Bank. His work included developing customized investment strategies for high net-worth individuals. Rob was also a member of the Private Bank’s equity research team where he was responsible for analyzing and recommending companies in the financial technology sector.
He holds the Chartered Financial Analyst and Certified Financial Planner® designations. Rob is a member of the CFA Society of San Diego and previously served on the board of the San Diego chapter as Chair of University Relations. Rob graduated from San Diego State University with a B.A. in International Economics.
Rob and his amazing wife Lacey are parents to three daughters Kennedy, Dylan and Taylor. In his free time Rob enjoys fishing, cooking, playing tennis and tending his year-old grape vines in hopes of someday making his own wine!
We truly believe Rob embodies the TCG culture and is an excellent addition to our team.