Robert Yarmak, CFA®

Robert serves as Portfolio Manager and Chief Investment Officer at Vertrix Wealth Management.

He leads the firm’s investment team and oversees portfolio strategy, asset allocation, and security selection. His approach is disciplined and research-driven, focused on delivering long-term, risk-adjusted results aligned with specific client objectives, including capital growth and income generation.

Robert specializes in multi-asset class portfolio management, strategic asset allocation, and active risk management across equities, fixed income, and alternatives. With more than a decade of experience in investment management, he brings steady leadership and a methodical, strategic perspective shaped by managing diverse portfolios in dynamic market environments.

He earned a Bachelor of Science in Business Administration in Finance, with a concentration in Wealth Management, from Coastal Carolina University, graduating cum laude. He holds the Chartered Financial Analyst® (CFA®) designation and is a multiyear recipient of the Five Star Wealth Manager award, recognizing exceptional wealth managers in the Greater Detroit area.

Outside the office, Robert is a passionate sports fan who enjoys catching games live or on screen. He spends time on the golf course whenever possible, appreciates discovering new restaurants, and travels as often as his family’s schedule allows. A proud Michigan native, Robert and his wife stay actively involved in their three children’s activities and now call Nashville, Tennessee home.