Rob Cotter is a founding member of Ikon Private Wealth and serves as principal and managing partner. With more than 30 years of experience in financial services, he has guided hundreds of families through complex financial markets, helping them invest with confidence and pursue long-term goals. Rob focuses on building comprehensive wealth plans and investment portfolios that consider the full scope of each client’s balance sheet. He describes a perfect day at work as engaging with clients, understanding their family dynamics, and addressing the most important financial decisions in their lives.

Before entering wealth management, Rob earned a master’s degree in radiological health physics and spent years working in nuclear power emergency planning and licensing. The analytical skills and attention to detail he developed during that time continue to guide his disciplined approach to investing and wealth planning. He helped establish Ikon Private Wealth to build a practice entirely focused on client success, free from the distractions of a large corporate environment.

Rob enjoys golf, hiking, woodworking, and traveling. One of his favorite trips was to Croatia, where he spent meaningful time with his extended family. He is guided by the motto “Press On!” from Calvin Coolidge, a lesson he has shared with his children. Rob and his family are active with the Juniper Foundation, which provides food and clothing to children in Worcester’s inner-city schools.

Simon Mooney is a registered client associate with experience in mortgages and investments. He earned a bachelor’s degree in history from Stonehill College and holds Series 7 and 63 licenses.

Simon helps clients navigate financial decisions and supports the team in providing attentive, personalized service.