Robert Cleary

Client Relationship Manager

In his role as a client relationship manager, Robert assists the firm’s advisor with investment research and due diligence. He is also an active member of the firm’s investment committee. He remains updated on all current macro-economic trends in order to contribute to the firm’s quarterly market and strategic commentaries.

Prior to joining LHD Retirement, Robert spent eight years on active duty with the United States Marine Corps. He was honorably discharged in 2013 and returned home to the United States to pursue a career in financial services. Since then, he has held several roles in the industry as both an investment consultant and registered representative.

Robert has a bachelor’s degree in finance as well as an MBA from the Kelley School of Business at Indiana University and has passed the FINRA Series 7 and 63 exams, held with LPL Financial.