Robert Laura: Financial Expert Witness
Robert Laura is currently the Senior Vice President of a Wealth Management department in Livingston County, Michigan. He is directly responsible for the department’s operations and approximate $50,000,000 of client assets. The Bank is a publically traded company which falls under the jurisdiction of the Securities & Exchange Commission (SEC) and is regulated by the Office Of The Comptroller of Currency (OCC).
Robert has been in the financial services industry for over nine years and has served in a number of capacities, held a variety of financial credentials, and professional licenses. He maintains the credentials of Accredited Asset Management Specialist, Chartered Mutual Fund Counselor, and Chartered Retirement Planning Counselor. He has held the following licenses at different stages of his career: Series 7, 6, 63, 26, 51, and his state of Michigan life, health and variable contracts licenses. His professional roles include time as a financial advisor, financial advisor coach, financial planning manager, trust officer, and most recently as the SVP of Wealth Management. In edition to this work, Robert has authored two books: Financial Karma and The Five Most Important Financial Things They Don’t Teach You In School.
In his various roles, Robert has opened and closed hundreds of accounts of various types including individual, joint, corporate, trust, & custody accounts. Additionally he has reviewed, transferred and/or managed investments on multiple trading platforms and systems including ACAT and Non-ACAT systems.
Robert has trained, presented, written, or been quoted on a number of financial / investment topics including investment strategies, investment technology, modern portfolio theory, and account opening/closing/transfer techniques. He has recently been quoted in Bank Advisor Magazine (National), Michigan Banker Magazine, at Interest.com, and provided detailed commentary for TV and radio about the recent economic crisis and what it means to wall street and main street. Previously Robert was quoted in the Journal of Financial Planning and at Forbes.com (National). In addition to this Robert reads a variety of daily financial publications and attends or participates in both local and national associations and conferences within the financial services industry.
You can learn more about Robert at Robert Laura.com