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Robert Schetty, Castfirm Financial Expert Specializing in Asset Allocation

Robert A. Schetty, CFP®

Partner

Robert Schetty, CFP® is a Partner at Castfirm Advisory. Robert is responsible for delivering comprehensive wealth management and advisory services tailored to the specific and complex needs of each client.

Robert assists clients in managing key aspects of their wealth, including portfolio management, multi-generational wealth transfer, executive compensation, liquidity events, charitable giving, and the strategic use of credit.

Prior to joining Castfirm in 2025, Robert was an Investment Portfolio Associate at Raymond James Financial Services. Previously, he held positions with JPMorgan Advisors & BDO Turnaround & Restructuring Services.

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.

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