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Robert Schaff, CFP® , MBA

Robert Schaff, CFP® , MBA

Operations Consultant

Robert began his career in financial services as an intern with Merrill Lynch. After graduation, Robert worked briefly worked for Citigroup Smith Barney prior to relocating to Charlotte, NC in 2008. Since then, Robert held multiple positions at LPL Financial, Wells Fargo, and Great Lakes and Atlantic, including positions as compliance officer, team leader, and Director of Operations. In 2018, Robert founded Uptown Partners. The firm focuses on consulting services to independent advisory and brokerage firms in the areas of operations, compliance, and technology management.

In 2019, Robert began assisting Hilton Head Capital Partners with operations and compliance.

Robert received a BS degree in Business Administration from the University at Buffalo. In 2014, Robert returned to school and obtained an MBA focused in real estate development and finance from the University of North Carolina at Charlotte. In the summer of 2018, Robert obtained the CFP® Designation.

In his spare time Robert enjoys traveling, staying active, and engaging with the community. He currently serves on the Alumni Board for University of North Carolina Charlotte and is an active member of several other organizations.