Meet our leaders.
Access to executives and opportunities for relationship-building are cornerstones of the culture at Grove Point.
Top-Down Support & Service
As President of Grove Point, Michelle is responsible for the firm's overall strategy and decisions that provide platforms and services to its financial advisor community.
Her passion is building indispensable support for financial advisors to enable their success with clients in their local communities. For Michelle, being able to innovate is the best part of her job.
Before joining Grove Point, Michelle served as President & CEO of another broker-dealer for almost 10 years and held senior roles at two other firms. She has 25+ years' experience working with financial professionals who advocate for total financial planning and wellness.
She holds a BS in marketing, an MBA in finance, and an MSM from The American College of Financial Services. She holds Series 7, 24, and 66 licenses and is active in the Financial Services Institute (FSI) organization. Michelle, her husband, and four children live in the Washington, D.C., area.
Our Financial Professionals provide us with good ideas that we haven't thought of. Figuring out how and when to implement them is what motivates me every day.
As Chief Compliance Officer of Grove Point, Jason is responsible for all aspects of compliance, as well as accounting and compensation functions for the firm. Jason joined Grove Point in 2018, bringing over 20 years of compliance experience that includes a background in building surveillance, advisory, and branch exam programs, with a focus on common-sense, risk-based compliance solutions.
Jason graduated summa cum laude from the University of Maryland with a bachelor's degree in finance and holds FINRA Series 4, 7, 9, 10, 24, 53, 63, and 65 registrations as well as a CAMS certification. He is also active with several industry groups and most recently served as Vice-chair of the Financial Services Institute (FSI) Compliance Council. He met his wife, Ania, while attending high school in New York City, and they have a young son.
We should strive to solve problems, not create them.
As Chief Operations Officer, Rob understands the need for both technology and extraordinary customer service resources to make his areas serve busy financial professionals with efficiency. For more than 20 years, he has successfully run operations for several independent broker-dealer firms and has worked with financial advisors, home office teams, and technology partners to streamline processes.
Before joining Grove Point, Rob held several senior leadership positions at Advisor Group and the MetLife Broker Dealer Group, serving thousands of financial advisors with billions of assets under management.
Rob has an MBA from Pace University and holds his FINRA Series 6, 7, 24, 26, 63, and 65 licenses. Rob and his wife have two grown children and enjoy the Delaware beaches for fun.
Our goal is to support Financial Professionals with what they need, when they need it. We are willing to go the extra mile to help because we know our Financial Professionals and clients rely on us to help run their businesses.
As Head of Business Development for Grove Point, Rob is responsible for all facets of recruiting and transitioning new high-caliber financial advisors to the firm. He leads a team of professionals that focuses on a consultative approach to building relationships and customizing solutions.
His passion is working with financial advisors, listening to what they want to accomplish, and helping them execute their plans. To Rob, being naturally curious and assisting advisors to find the perfect fit is the best part of his job.
Before joining Grove Point, Rob served as Senior Vice President of business development for nearly 18 years at the industry's largest broker-dealer. Before that, he was a producing financial advisor for almost seven years.
Rob earned a BA in business administration from Ottawa University and an MBA in finance from Marquette University. He has received several Presidents Club awards for sales excellence and holds FINRA Series 7, 63, and 65 licenses. Rob and his wife have two boys and run full-time with them on the weekends.
Our Financial Professionals provide a great service to the clients and communities in which they live. I believe clients deserve and need our sound advice, so it's our job to serve them in a profitable way.