Rob Craft, Certified Investment Management Analyst®
Investment Advisor Representative
203-793-0707 phone
203-793-0705 fax
Rob@SAM-RIA.com
Robert Craft began his financial services career over 20 years ago. His career began right out of college, Gettysburg College, when he was recruited to work for the NYC based global investment management firm AllianceBernstein. At AB, Robert was fortunate to encounter and learn from numerous senior executives and investors the understanding of capital markets, investor behavioral tendencies, and detailed financial planning strategies for individuals, families, businesses and endowments. Robert rose through the corporate ranks of AB to manage the firm’s distribution efforts in the northeast of AB’s proprietary investment solutions, investor behavior research, and planning concepts to financial intermediaries.
In 2014, Robert was recruited to join T. Rowe Price Investments leading the distribution efforts of the firm’s investment vehicles, research points of views and investor perspectives to financial intermediaries throughout the northern east coast. Robert interacted, trained, consulted, and partnered with some of the nations largest Wealth Managers, Private Client Consultants, and Institutional Retirement Plan Consultants. This experience, gave Robert a deep exposure and understanding of the investment world, planning strategies and methodologies.
Robert was introduced to the opportunity to work for Sentinel Asset Management, LLC in September 2021. Robert’s objective is to take the 20 years of private client and institutional consulting experience he has garnered and translate that to a very deep, meaningful experience for the firm’s private clients. It is Robert’s deep belief that families, pre-retirees, business owners and corporate executives have meaningful, emotional stories to tell for their retirement aspirations and goals.
Rob is passionate about service work and serving others. Rob sits on the boards of the Orange, CT Chamber of Commerce, the Advisory Board of r’kids Family Center in New Haven, the board of the Orange, CT Rotary, and writes a monthly article for the Orange-Milford Times on personal mental and emotional health. Rob is heavily involved in helping at risk teenagers and young adults by mentoring them and sharing his own personal experience.
Together, with client and Sentinel Asset Management LLC as fiduciary for the client, Robert is responsible for helping clients create and implement goal-based written Retirement Financial Plans. Our process is centered on 5 themes: Risk Management, Investment Planning, Tax Planning, Estate Planning and Legacy Planning. The end goal is to create a plan that gives the client peace of mind, happiness, security and confidence that they will not outlive their assets while having sufficient income to achieve their many personal and individualized retirement goals.
