Robert A. Schetty, CFP®
Partner
Robert Schetty, CFP® is a Partner at Castfirm Advisory. Robert is responsible for delivering comprehensive wealth management and advisory services tailored to the specific and complex needs of each client.
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Robert assists clients in managing key aspects of their wealth, including portfolio management, multi-generational wealth transfer, executive compensation, liquidity events, charitable giving, and the strategic use of credit.
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Prior to joining Castfirm in 2025, Robert was an Investment Portfolio Associate at Raymond James Financial Services. Previously, he held positions with JPMorgan Advisors & BDO Turnaround & Restructuring Services.
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Robert holds a Bachelor of Science from the ILR school of Cornell University. Beyond his contributions to Castfirm, Robert is a Big Brother in his hometown Big Brothers Big Sisters of Long Island chapter.