Managing Director, Wealth Advisor
- Years of
Robert Vann is a Managing Director and Wealth Advisor with nearly 20 years of industry experience. He works closely with the Freedberg Group to provide clients with customized and creative solutions to help them prioritize and reach their financial goals and wealth needs. Prior to joining First Manhattan in 2024, Robert was a Relationship Manager at The Northern Trust Company, where he focused on building, strengthening, and expanding existing and prospective client relationships. Previously, he worked closely with clients on complex trust and estate planning, asset and wealth preservation, business succession, charitable, and transfer/transitional tax planning and administration strategies for over a decade as a Trust/Estate & Tax Planning Associate at Hendrick & Rascoe and a Private Wealth Planning Associate at The Private Client Law Group. Earlier in his career, Robert was an Investment Banking/Customized Investments Analyst at Merrill Lynch.
Robert holds a JD from the University of Georgia School of Law and a BA in Economics from Vanderbilt University.