Jeff started his career working at Merrill Lynch where he spent over 6 years working in their Retirement Group. Jeff joined CRA Financial in 2017 and is a CERTIFIED FINANCIAL PLANNER™ professional. Jeffrey Hilliard, CFP ®, CRPC ®, MBA Financial Planner Students learn hands-on investment analysis and portfolio management while overseeing the University’s Student Managed Investment Fund. Robert is also an adjunct professor in the Rohrer College of Business at Rowan University, teaching Portfolio Management. Robert received his Finance degree and a Master of Business Administration with a specialty in Finance from Rowan University, graduating with the highest honors. Robert has earned his CERTIFIED FINANCIAL PLANNER™ designation, and in 2014 he completed the requirements to become a CFA ® Charterholder. Prior to joining the firm, he spent six years with Wells Fargo Advisors as a financial consultant. Please Note Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if CRA is engaged, or continues to be engaged, to provide investment advisory services. He currently serves in the leadership role of Chairman of Holy Spirit High School Board of Trustees and Diabetes Training Camp. He is a former board member and past Treasurer for The Alcove Center for Grieving Children and Families, Vice-Chair of Development and Treasurer of Gilda’s Club of South Jersey, and an affiliate of the Cancer Support Community. Tom is active in a variety of charitable and community organizations. He is experienced in advising and planning for professional athletes and is a former member of the Sports Financial Advisors Association. Tom looks to create specialized portfolios catering to each specific client’s particular needs. He co-founded CRA Financial, LLC in 2000, with an emphasis on tax efficiency and investment research. Tom completed a BS in accounting from Villanova School of Business (VSB) in 1987 and then joined the CPA Firm Capaldi Reynolds & Pelosi P.A, concentrating on individual income taxation and pension and profit-sharing consulting for small, closely-held businesses.
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