While our name and branding has changed, we are still a holistic, boutique financial planning and wealth management firm that is dedicated to serving all your financial needs.
Robert Napolitano is a partner at Napier Financial who oversees the alternative investments division of the firm. He is the leader of the investment committee at GenWel Capital and a member of the loan committee for a private lending fund co-managed by GenWel Capital 2.
Robert has worked in the wealth management industry since 2009, specializing in developing portfolios and reviewing alternative investments for high-net-worth families. During that time, he built a wealth management practice and has been working directly with individuals and business owners to tailor strategies for their financial future.
Prior to joining U. S. Wealth Management, now Napier Financial, Robert oversaw a portfolio of more than ten large commercial and residential properties with annual revenues exceeding $28 million. By delivering monthly financial statements, creating annual forecasts and relaying accurate information to investors and management company shareholders, he gained real estate experience that ignited the passion for alternative investments. Combining that passion with his experience in wealth management, Robert aims to deliver a unique opportunity in real estate and private lending investments, anchored on strong cash flow.
Rob currently lives in Norwell with his Wife, Jenna, and their three young children. He enjoys spending time with his family on their boat, riding bicycles, or driving on to Duxbury beach. When he isn’t chasing around his children, he can be found tinkering with the engine in his race car or the fishing on the family’s boat.
Rob is a graduate of Bentley University with a B.S. degree in Corporate Finance and Accounting.