Robert Papelian, CFA®, CMT®, CFP®
Senior Financial Consultant
Robert Papelian is a Senior Financial Consultant at Manning & Napier. He is based in the Buffalo area.
As Senior Financial Consultant, he is responsible for managing all aspects of client relationships, including investment-specific discussions and comprehensive financial planning. Rob helps clients grow, protect, and efficiently transfer wealth.
Rob joined the firm in 2024. Prior to joining Manning & Napier, he held various roles in the investment industry over the past decade and a half, including Chief Investment Officer where he oversaw $1 billion in investment assets and Senior Wealth Advisor. He was based in Arizona until relocating back to Western NY to be closer to family around the time he started at M&N. Rob is fortunate to have worked with a variety of people and organizations and he is able to draw from his experiences to make a positive difference in the lives of others when he assists them with planning for the future.
In his spare time, Rob enjoys golfing, cooking, hiking, and playing with his kids. He is a loyal fan of the Buffalo Bills and Buffalo Sabres. He is also passionate about giving back to his community and spends time boosting financial literacy. Rob is a board member of Friends of the Orchard Park Library and has previously partnered with the Boys & Girls Club to educate elementary-level children on basic personal finances and the power of saving.
Rob received a BS in Business Administration from John Carroll University’s Boler School of Business and a Master’s in Investment Management & Financial Analysis from Creighton University’s Heider College of Business. He is a CFA® Charterholder, Chartered Market Technician (CMT®) Charterholder, CERTIFIED FINANCIAL PLANNER™ and holds his Series 7 and 63 licenses.