Welcome Rob Moskowitz


Join us in welcoming Rob to the Team!

We’re proud to welcome Rob Moskowitz to the firm, marking an exciting next chapter in both our business and our family. Rob joins us after building a strong foundation at PGIM, where he worked as a wholesaler and developed a deep understanding of the investment landscape. A graduate of Indiana University, he pairs strong academic grounding with meaningful real-world experience. Joining the family business has always been part of the long-term plan, and after gaining valuable outside experience, he is ready for the opportunity and responsibility that comes with it.

What stood out most during his time at PGIM wasn’t just his technical knowledge, but his ability to connect with people. Rob has a natural, likeable personality that puts others at ease - an invaluable trait in this business. Advisors consistently responded to his authenticity, work ethic, and willingness to go the extra mile. Those same qualities will carry over here, where relationships and trust are at the center of everything we do. He understands that success in wealth management isn’t just about performance—it’s about communication, reliability, and earning confidence over time. His experience and energy will be an added benefit to both our clients and our firm as we continue to grow.

Importantly, his addition is about strengthening the firm - not signaling a transition. I remain fully committed to the business and to our clients, and I’m not going anywhere anytime soon. Bringing Rob on board allows us to continue building for the future while maintaining the same hands-on approach and continuity our clients expect. Together, we’re enhancing the depth of our team, expanding our capabilities, and positioning the firm to serve clients at the highest level for many years to come.

Sincerely,

Dan Moskowitz, CFP® President and Chief Investment Officer

Disclosure

  • Chatham Wealth Management is registered as an investment adviser with the SEC. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.

  • Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be profitable for a client's portfolio.

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