Robert Kantor is a Managing Partner and co-founder of XML Financial Group. He oversees the firm’s compliance obligation and is also head of the firm’s investment securities selection. Previously, he was Vice President and a Senior Financial Advisor at Merrill Lynch, where he specialized in custom retirement plan design. In addition, he also served on the Advisory Council to Management and was a founder of the Charitable Giving Committee.
Education & Philanthropy
Rob received a Bachelor of Science degree in business management from the University of Maryland’s Robert H. Smith School of Business and continued his education through the Society of Administrators and Record Keepers, earning the title of Accredited Retirement Plan Consultant in 2004. Rob has served as a board member for both Lakewood Country Club and the National Capital Area Alzheimer’s Association. He has also chaired the golf committees for both the Amity Club of Washington and Lakewood Country Club. He has served as a Lakewood Country Club board member and sat on the Board of the National Capital Area Alzheimer’s Association.