Private Wealth Advisor
Client Services
Hannah Just
Hannah Just
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HTA Client Relationship Summary
HTS Client Relationship Summary
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Robert is a Private Wealth Advisor based in our Austin, TX office. His advisory work focuses on delivering candid capital markets insight to clients in tandem with robust, adaptable financial plans. Robert is a passionate advocate for the promise and potential of entrepreneurialism, free enterprise, and a market economy.
Robert first joined The Bahnsen Group in 2013 at Morgan Stanley after starting his career at UBS Financial Services. Robert managed TBG’s corporate retirement plan business and was a lead advisor through our transition out of Morgan Stanley. After two years away working as an outsourced Chief Investment Officer, Robert re-joined The Bahnsen Group in 2023 to lead The Bahnsen Group’s Texas expansion.
He is a Chartered Financial Analyst (CFA), and he holds the Series 7 and 66 securities licenses. He received his Bachelor’s Degree in Finance from Indiana University. He has completed coursework at Saïd Business School, University of Oxford (Private Asset Valuation) and The Anderson School of Business, University of California Los Angeles (Behavioral Finance).
Robert is an avid runner, swimmer, and reader, but most enjoys spending quality time with his wonderful wife, Samantha, and their three children.