Robert Fertman is a Coach and a Financial Advisor. He has a Master of Science Degree in Organization Development from the American University/NTL Institute for Applied Behavioral Sciences, in addition to a Bachelor of Science in Finance from Rider University. He also has a diploma in Ontological Coaching from Newfield Network, and he holds the Associate Certified Coach Designation (ACC) from the International Coaching Federation.

He has had Practitioner and Master Practitioner Training in Neuro-Linguistic Programming (NLP), and has been a long time participant in the work of Landmark Education, and its predecessor, Werner Erhard & Associates. Robert is a member of the International Coach Federation (ICF), the Philadelphia Regional Chapter of the ICF, and the Main Line Chamber of Commerce.

Robert has worked in the investment field since 1996.  Prior to starting his own independent investment firm in 2007, he worked with firms including Dean Witter, Morgan Stanley, Wachovia Securities, and LPL Financial. As a Registered Investment Advisor and owner of Bryn Mawr Wealth Management, LLC, Robert provides investment management and advice to his investment clients, and also provides financial planning together with financial coaching.

A resident suburban Philadelphia, he actively pursues interests in salsa dancing, yoga, the Alexander Technique, The Alba Method for Emotional Control. Robert is currently learning Spanish and has recently traveled to Chile and on an  approved cultural visit to Cuba.




Philadelphia Office Four Tower Bridge 200 Barr Harbor Drive, Suite 400, PMB 4088, Conshohocken, PA 19428 Tel: (610) 527-3050 Fax: (610) 527-2881