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Rob Headshot.jfif

Robert E. Filosa, CFA

Portfolio Manager

About Rob

Rob is an investment professional who brings a passion for building and maintaining custom investment portfolios. For more than six years Rob has managed investments and provided guidance across a wide range of objectives to meet the varied needs and goals of individuals, families, and institutions.

Prior to joining Atlantic Edge, Rob worked at BDO Wealth Advisors, managing portfolios for individuals and families across their national practice and before that at Cambridge Associates, providing guidance to non-profit college endowments and private foundations.

In addition to this experience, Rob served over ten years in the US Navy as a helicopter pilot, where he deployed operationally to the Horn of Africa to conduct anti-piracy missions. Rob is drawn to the client centered fiduciary focus that drives Atlantic Edge’s core ethos and is excited to work with the entire team to help individuals and families meet their investment goals.

When not serving clients, Rob spends most of his time with his wife Jessica and their three children. He can often be found in the dugout coaching his son’s little league baseball team or in the stands at the nearest cheer competition supporting his daughter. Rob also volunteers with Catholic Charities, providing assistance to refugees building a new life in Jacksonville.

Rob earned his undergraduate degree in History from The United States Naval Academy and his Master’s in Business Administration (MBA) from Johns Hopkins University. Rob is a Chartered Financial Analyst (CFA) and an active member of the CFA Society of Jacksonville.

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