Rob McNaught

Private Portfolio Manager

Rob has been a financial services industry professional since 1998. Starting with the Viridian Financial Group in 2023, he works in the Infinity Portfolio Management team as a Portfolio Manager in Melbourne, VIC.

Rob has worked in a range of roles across stockbroking, private banking, venture capital and funds management, assisting high-net-worth individuals, family offices, not-for-profits and institutional clients to create and grow their wealth utilising multi-asset class portfolios based on prudent strategic decision-making underpinned by sound financial analysis.

Central to Rob’s approach to investment management and wealth creation is his focus on building trusted and enduring relationships. He seeks a thorough understanding of the needs and objectives of his clients, which ultimately drives collaborative decision-making, ensuring long-term aspirations are met. Asking questions and contributing to holistic discussions in collaboration with Financial Planners, Accountants, Lawyers, and other trusted stakeholders is a natural function of his client advocacy, always striving to exceed his clients’ expectations.

Rob has a Bachelor of Commerce (majoring in Economics), a Graduate Diploma of Applied Finance and Investment, a Diploma/Advanced Diploma in Financial Planning, and is an Accredited Derivatives Adviser. He lives in Bayside Melbourne with his wife – Louise – and two daughters – Anahita and Soraya. If he’s not running after/trying to keep up with his girls, Rob tries to find time to enjoy fine wine and food at Melbourne’s many restaurants and pubs, hacking his way around Melbourne’s sand belt golf courses, or planning holidays involving sun and surf.

HOW TO GET STARTED?

To find out more about working with Infinity, contact us today.