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Welcome to Roberts Financial Services, Inc

Robert Kea CFA

Robert Kea CFA

Portfolio Manager

Bob retired in December 2017 from Putnam Investments after a 28-year career in portfolio management. He was a founding member and Co-Head of Putnam’s Asset Allocation Group, which managed $12Bn in both retail and institutional assets. Prior to Putnam, Bob spent 2 years at State Street Bank. He is a CFA Charter Holder, and he earned an MBA from Bentley University and a BA in Economics from the University of Massachusetts at Amherst.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck