Robb Stone joined our Wealth Management practice in 2013 and became a Principal in 2015. Prior to that, he spent fourteen years as a Director at Credit Suisse, where he advised institutional clients and built deep expertise in global markets and asset allocation.
As Managing Principal and Co-Chief Investment Officer, Robb chairs the firm’s Investment Committee and plays a key role in shaping overall investment strategy. With over 25 years of experience, he is dedicated to advising high-net-worth families and institutional clients—emphasizing long-term relationships, strategic planning, and customized solutions.
Robb holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Denver.
Outside of work, Robb enjoys golfing, skiing, and spending time outdoors with his wife and two daughters.
Robb is an Investment Adviser Representative of Causey Wealth LLC. Additional information is available here.