Robert Armagno

Financial Professional Liaison

Rob Armagno brings a diverse background in the financial services industry, with experience spanning trading and operations, research and portfolio management, and private wealth advising for high-net-worth and ultra-high-net-worth individuals. Over the course of his career, Rob has managed more than $3 billion in assets.

Before joining Lineweaver Financial Group, Rob held roles at Ancora, Stratos Wealth Partners, and most recently The Glenmede Trust Company, where he served as Vice President-Relationship & Portfolio Manager. In that role, he was responsible for developing and delivering complex portfolio, financial, and estate planning strategies for high- and ultra-high-net-worth families.

At Lineweaver, Rob’s goals are to continue helping families achieve their financial objectives while also contributing to the firm’s Investment Committee through research and portfolio construction to support long-term success. He holds a degree in Finance from John Carroll University, is a CFA Charterholder, and is a member of the CFA Society of Cleveland. Rob has also previously held FINRA Series 4, 7, 24, 55, and 63 licenses.

Rob resides in Avon with his wife, Sara, their two children, and Australian Cattle Dog.  As a family, they enjoy the outdoors, traveling, golfing, and spending time with friends and loved ones.