Robert Holstein
Concierge Associate
Department: Concierge
Experience: Client relations and financial services since 2022
Education: Pursuing Bachelor of Science in Business with a concentration in Business Law at Arizona State University (graduating December 2025)
Robert is dedicated to creating seamless experiences for both clients and advisors by providing support across a range of financial services. He was drawn to Modern Wealth by the opportunity to grow long-term in a career that blends finance, client relationships, and meaningful impact on people’s lives.
Before joining Modern Wealth in September 2025, Robert gained more than three years of client-facing experience in banking, logistics, and retail. He began his career at Target and Best Buy, then transitioned into banking at Discover Financial and JPMorgan Chase, followed by logistics with R+L Global Logistics. Those roles helped him develop client service, sales, and financial skills that he applies in his current role at Modern Wealth.
Outside of work, Robert enjoys spending time with his daughter and family, traveling, visiting Disney, and trying new restaurants. His hobbies include skiing in Colorado and Utah, camping, and golf. A fun fact: Robert once appeared as a litigant on Judge Judy in 2016 and is a passionate chess player.