Robert A. Schetty, CFP®
Partner
Robert is a Partner at Castfirm, where he focuses on helping individuals coming out of acquisition events like concentrated equity, lockup mechanics, and tax timing. He delivers comprehensive investment management tailored to complex client needs, with particular expertise in legacy planning, multigenerational wealth transfer, and fiduciary portfolio oversight.
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 Cornell University. Beyond his contributions to Castfirm, Robert is a member of the Safe at Home Young Professionals Committee and is a Big Brother in Big Brothers Big Sisters.