Robert DiCostanzo

Director

Atlanta, GA

Robert is a Director with Bison Wealth, LLC and has more than 29 years of financial services and investment advisory experience. He devotes his time at Bison as a financial advisor helping clients shape their investment initiatives through his years of experience navigating the financial markets. His appreciation for the uniqueness of each client has helped him successfully manage each person’s personal financial plan. Robert uses a disciplined investment management approach by implementing both active and passive methodologies. 

Rob earned a Bachelor’s degree from Saint John’s University with a focus in Economics. He began his career working for UBS, formerly Paine Webber in 1996. For the majority of his career, he worked for Wells Fargo formerly Prudential, and Bank of America in New York City (1998 – 2018) before moving to Truist Financial. During his time at these firms his main responsibility was serving as a fiduciary investment manager for the banks high net worth clients. 

Robert serves his community in a variety of ways. He is the past board president of Family Promise of Morris County, NJ, where they provide prevention services before families reach crisis, shelter and case management. He was a little league softball coach in his community for many years. Rob enjoys spending free time with his children and friends.  Robert is an avid motorcycle enthusiast and camper.  He enjoys cooking, fitness and above all, fixing anything mechanical. Robert’s passion is playing ice hockey.  A sport he picked up later in life and continues to play.