Robert Conzo serves as the CEO and Managing Director at The Wealth Alliance, a registered investment advisor providing services nationally. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a former CPA, bringing over 25 years of experience to his role.
Conzo's career began at KPMG Peat Marwick, followed by a move to BDO Seidman, LLC, where he became a manager in the Financial Services Group, focusing on Broker/Dealer and Hedge Funds. He later worked as a controller for a Hedge Fund.