Is the path I’m on the one I actually want?
The Season of Recalibration
For Robert, 2025 wasn’t a crisis year. It was a clarifying one. After nearly a decade of high-intensity work in banking, private equity operations, and large-scale technology consulting, life handed him a moment to pause. A move across states, an unexpected job transition, and a few other curveballs created the rare space to step back and ask:
“Is the path I’m on the one I actually want?”
That recalibration—quiet, intentional, and overdue—set him on a new trajectory. Not toward less ambition, but toward more alignment. More integrity. More meaning.
A Career Built at the Intersection of Discipline and Systems
Long before capital management entered the picture, Robert’s worldview was shaped by service. He joined the U.S. Army after 9/11, choosing infantry—one of the hardest paths he could have taken—and later deployed to Iraq. He returned home with injuries, a Purple Heart and a deep understanding of what pressure, responsibility, and presence truly mean.
When his military chapter closed, he rebuilt deliberately. He earned his finance degree in 2016, his master’s in 2018, and stepped into commercial banking at Wells Fargo, supporting mid-market businesses with operating capital and growth planning. It was rigorous, analytical work, but as the cultural turbulence at the bank became harder to ignore, he realized it no longer aligned with his values.
From there, he moved into private equity operations at the U.S. arm of a major Japanese financial group, supporting large institutional funds. He worked at the nexus of accounting and technology: troubleshooting systems, translating between teams and solving problems that didn’t fit neatly into org charts.
Later, he spent seven years as a risk and technology consultant, helping organizations implement major ERP systems and enterprise platforms. The work was complex, structured and high-trust—exactly the kind of environment where Robert thrives.
CrossFit, Connections, and the Call to Clotine
Rewind to 2013: Robert was coaching weightlifting at a CrossFit gym while starting college. Clotine Capital Manager Jared and his wife Kelly were his clients, who then became his friends, then his real estate agent, and eventually Jared said, “You need to meet this team.”
Sixteen months ago, Jared introduced him to Dan and Kurt, who introduced him to Clotine. The conversations were immediate resonance: transparency, consistency, and a genuine desire to build something that benefits everyone involved.
“The people were the differentiator,” Robert says. “Clotine isn’t about getting someone’s money. It’s about building a community of good people who all rise together. Dan is a disruptor in the best way possible.”
His goal now is clear: bring investment into Clotine over the next year by connecting aligned people to an aligned model.
Fractional CFO to Future CTO
Today Robert also serves as a fractional CFO for an AI startup. It’s the perfect expression of his skillset: strategic, technical, operational, and people-centered. He expects that work—and the network around it—to create even more opportunities to bring the right investors into Clotine.
Leadership Through Inner Clarity (Without Making It a Headline)
While he doesn’t lead with it, Robert has spent the last few years developing a deeper practice of reflection, breathwork, and mindfulness. It’s a practice he shares with others, as a way of helping people overcome their own challenges as he has and to become more grounded humans and a more effective leaders.
For him, clarity starts with noticing. With choosing not to react. With creating enough internal quiet to hear the difference between a thought and a truth.
He believes that when leaders develop coherence, when their internal world aligns with their external actions, their decision-making sharpens, their teams stabilize and their companies transform.
It’s not mystical. It’s practical.
“Changing the world starts at home.”
Robert carries a simple philosophy: start small, start local, start with yourself.
Before you transform a company, transform how you show up.
Before you change a community, change how you treat your neighbors.
Before you try to fix the world, fix the noise in your own mind.
He believes corporate America doesn’t need more posturing—it needs more people who are actually good to each other. People who don’t confuse speed with care, or busy-ness with intention.
Leaders who can take one small positive step, then another, then another.
“If everyone focused on being a little more present, a little more loving, a little more honest—our workplaces, our neighborhoods, everything would shift.”
That is the kind of capital manager he wants to be.
That is the energy he brings to Clotine.
And that’s the work he’s most excited to do with us.
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