Robert Carlen Cox, president and Founder

Mr. Cox has 30+ years of experience in the financial industry.  After nearly three decades at Lehman Brothers, Mr Cox served as Managing Director and Director of Sales at Forbes Private Capital Group. Mr. Cox was responsible for marketing and raising capital for G2-sponsored and third-party partnerships from wealth managers and third party distributors in the U.S.

Prior to joining Forbes Privates Capital Group, Mr. Cox spent the majority of his career at Lehman Brothers, joining the company in 1982 and worked his way up through the ranks to Senior Managing Director. His career there started in the Mortgage Department where he headed the Mortgage Origination Group. Mr. Cox then ran the Third Party Distribution Services business where he had global product responsibilities that included Debt, Equities, Structured Securities and Alternative Investments. 

Mr. Cox graduated with a B.A. in History from the University of North Carolina at Chapel Hill.