Who We Are

Robert Bernstein

President / Portfolio Manager


Robert Bernstein who has been managing his personal money and money for family members since 2003. As a result of the 2008 Financial Crisis and his passion for helping others manage risk, Mr. Bernstein changed...

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Ryan Redfern

Assistant Portfolio Manager

Ryan Redfern has been managing investments as a licensed financial professional since 2003.  He originally began working with Lincoln Investment Planning, helping college professors invest for...

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Stephanie Platt

Client Services Representative


Stephanie began her career in Financial Services in 1992 with Prudential Insurance where she obtained the Series 6 and Life Insurance licenses.  She graduated in 1994 with a Bachelor of of Business Administration in Finance and...

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Lois Bernstein


Lois Bernstein is responsible for financial reporting, new client onboarding and general administrative support. Prior to her role with RGB Capital Group, Lois worked for Touche Ross as a Senior Auditor, a Financial Analyst at Calmark...

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