Robert A. Schetty, CFP®
Partner
Robert is a Partner at Castfirm, where he focuses on helping families and fiduciaries preserve wealth and intent across generations. He delivers comprehensive investment management tailored to complex client needs, with particular expertise in legacy planning, multigenerational wealth transfer, and fiduciary portfolio oversight.
His work spans concentrated-position diversification, family business succession, executive compensation strategies, liquidity event planning, charitable giving, and the thoughtful use of credit as part of long-term planning. Robert’s approach is rooted in objectivity, tax-awareness, and a commitment to clarity for both families and trustees.
Prior to joining Castfirm in 2025, Robert specialized in asset management and financial planning for trusts and beneficiaries as an Investment Portfolio Associate at Raymond James Financial Services. He also held positions with JPMorgan Advisors and BDO Turnaround & Restructuring Services, with broad experience across investment management and complex financial planning scenarios.
Robert holds a Bachelor of Science from the ILR school of Cornell University. Beyond his contributions to Castfirm, Robert is a Big Brother in his hometown Big Brothers Big Sisters of Long Island chapter.