GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Robert Holton
Meet Robert Holton, MBA, CWS:
Rob specializes in helping high net worth families and business clients through comprehensive wealth planning, investment allocation, risk assessment, and next generation education. In addition to earning his MBA at...
ABOUT ROBERT
Meet Robert Holton, MBA, CWS:
Rob specializes in helping high net worth families and business clients through comprehensive wealth planning, investment allocation, risk assessment, and next generation education. In addition to earning his MBA at Marquette University, Rob is FINRA Series 7 and Series 66 licensed.
Prior to this role, Rob was a Director – Private Wealth with BMO Private Bank in Milwaukee, serving as lead advisor and relationship manager to high-net worth individuals, families, and organizations, including many family-owned and closely-held businesses. He has also held the Vice President role for the Private Client Group at Johnson Financial and Cleary Gull Advisors. Prior to his work in the financial field, he worked as Vice President – Sales and Marketing in his family-owned recruiting firm.
Rob has also written articles published locally, nationally, and internationally on the topics surrounding high-net worth families and closely-held businesses. He is a frequent speaker on the topic and always open to conversations surrounding family-owned business.