Robert “Rob” Green

CFA

Private Wealth Advisor & Council Member 

Rob is the Chief Investment Officer at Council Family Office and a Chartered Financial Analyst (CFA) charter holder with over 30 years of experience in the investment management industry. His diverse background includes roles in commercial real estate, mutual funds, investment management, trust departments, and hedge funds. Rob’s extensive career has established him as a key figure in the investment landscape, having served as an Associate Portfolio Manager, Vice President and Portfolio Manager, and partner in a hedge fund firm.  



 Rob earned his degree in Economics from San Diego State University in 1992 and has since honed his expertise in investment management. He is deeply committed to his community, serving on numerous nonprofit boards for various charitable organizations. Rob is also a board member of the Louisiana Music and Heritage Foundation, contributing to a $160 million project to create a 120,000 sq. ft. interactive museum dedicated to Louisiana music. The Louisiana Music and Heritage Experience is expected to attract 712,000 visitors annually, generate $45,000,000 in sales, create 234 full-time equivalent jobs with an average pay of $60,000 plus benefits, and contribute $150 million in indirect economic impact to the state.  

 Rob splits his time between New Orleans and Incline Village, Nevada. As a business owner and investor himself, Rob relates to the challenges faced by many of his clients. He enjoys snow skiing, sailing, and supporting high school sports as a public address announcer. His deep family roots in California ranching have significantly influenced his career and personal life, reflecting a lifelong commitment to service and excellence.