Rob Thomas, CIMA®, CAIA®

Financial Advisor

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Rob Thomas is a wealth management financial advisor based in Chicago.

Rob’s responsibilities include investment research and overall management of client relationships. As a financial advisor, he is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors.

Prior to joining CAPTRUST, Rob was a regional director for Hatteras Investment Partners, responsible for business development and investor relations, focusing on alternative investment strategies.

He began his career in the personal and small business banking industry with M&T Bank.

Rob earned a Bachelor of Science degree in marketing with a minor in economics from the College of Charleston in Charleston, South Carolina.

Outside of work, Rob enjoys playing golf, scuba diving new locations, and spending time outdoors with his wife, Lauren, and their dog, Scout.

Education

Bachelor of Science, marketing, with a minor in economics, College of Charleston, Charleston, SC

Industry Designations

  • Certified Investment Management Analyst®
  • Chartered Alternative Investment Analystâ„ 

Memberships

  • Board member (treasurer) | Everyone Reading Illinois
  • Member | Children’s Research Fund Junior Board

Awards & Recognition

  • Barron’s Top Investment Consultants | 2023, 2024 (Team Stanicek)
  • CAPTRUST Excellence Award | 2022

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.