Robert Muhleisen began his Wall Street career almost 40 years ago. As a Managing Director and Senior PIM Portfolio Manager, the breadth and depth of his knowledge and experience in portfolio construction, retirement planning and income generation enables him to guide his clients through even the most turbulent of times.
“I have always had a fascination with the financial markets and their effect on the everyday lives of people. My goal is to bring clarity and understanding to my clients so together we can make better decisions about the issues that impact their financial goals.”
This philosophy has helped Robert win the Five-Star Professional Wealth Management award 12 out of the last 13 years, starting in 2013 up to and including 2025 (in the year 2016, there was no award). His passion and energy for his business is as strong as it was when he first started. His favorite part of each week is his daily conversations with clients. He really enjoys the friendship and camaraderie that has developed over the years.
Robert graduated with a B.S. in accounting from Monmouth University where he attended school on a baseball scholarship. Over the years he has been active with his Alumni Association, sat on the board of a large non-profit organization as an investment committee member and in the community, he has been involved as a coach and mentor for youth sports. He enjoys sampling different cuisines with his wife, biking with his daughter, playing basketball, spending time at the beach and other outdoor activities.
Robert has been married to his wife Nettie for over 30 years and they have 3 grown daughters and 2 granddaughters.
The Five Star Wealth Manager award was issued on 12/01/2024 by Five Star Professional (FSP) for the time period 03/13/2024 through 10/07/2024. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 7,425 New Jersey wealth managers were considered for the award; 431 (6%percent of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on 12/01/2023 by Five Star Professional (FSP) for the time period 3/13/2023 through 09/29/2023. 6,515 New Jersey wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.
Award issued on 12/01/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/2022. 6,606 New Jersey wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.
Award issued on 12/01/2021 by Five Star Professional (FSP) for the time period 4/12/2021 through 10/15/2022. 6,380 New Jersey wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12/01/2020 by Five Star Professional (FSP) for the time period 3/30/2020 through 10/23/2020. 6,123 New Jersey wealth managers were considered for the award; 459 (7% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 12/01/2019 by Five Star Professional (FSP) for the time period 3/01/2019 through 10/16/2019. 6,210 New Jersey wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers.
Award issued on 12/01/2018 by Five Star Professional (FSP) for the time period 3/21/2018 through 10/12/2018. 6,097 New Jersey wealth managers were considered for the award; 477 (8% of candidates) were named 2019 Five Star Wealth Managers.
Award issued on 12/01/2017 by Five Star Professional (FSP) for the time period 2/21/2017 through 10/12/2017. 4,383 New Jersey wealth managers were considered for the award; 415 (9% of candidates) were named 2018 Five Star Wealth Managers.
Award issued on 12/01/2016 by Five Star Professional (FSP) for the time period 2/25/2016 through 10/07/2016. 3,868 New Jersey wealth managers were considered for the award; 664 (17% of candidates) were named 2017 Five Star Wealth Managers.
Award issued on 12/01/2014 by Five Star Professional (FSP) for the time period 4/15/2014 through 10/16/2014. 5063 New Jersey wealth managers were considered for the award; 672 (13% of candidates) were named 2015 Five Star Wealth Managers.
Award issued on 12/01/2013 by Five Star Professional (FSP) for the time period 4/15/2013 through 10/16/2013. 3315 New Jersey wealth managers were considered for the award; 646 (19% of candidates) were named 2014 Five Star Wealth Managers.
Award issued on 12/01/2012 by Five Star Professional (FSP) for the time period 4/15/2012 through 10/16/2012. 4049 New Jersey wealth managers were considered for the award; 733 (18% of candidates) were named 2013 Five Star Wealth Managers.
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