Money Man: Robert DeForest
Robert DeForest doesn’t really fit the typical banker image, but he fits into the role just fine, last year being the youngest listed in South Florida Business Journal’s top investment advisors in South Florida. As senior vice president of investments and portfolio manager with UBS in Palm Beach, DeForest helps a small group of clients maximize the value of their resources by simplifying the process. “While I also embrace complex solutions, sometimes it is as simple as keeping my clients from following the crowd,” he says.
DeForest lives on the Loxahatchee River in Jupiter with his wife, Martha, and their children, Milla, 8, Ryder, 4, and Brennan, 1. They are involved with Palm Beach Community Chest United Way and with the Caron foundation. “I think that in the unfortunate circumstance that a friend or loved one needed help with an addiction, we would be very glad a place like that exists,” he says.
Spare time: I try to make it over to the Bahamas as often as I can, even if it’s just for the day. One of the biggest advantages to living here is our close proximity to [the islands].
What is on your iPod? The Strokes, The Black Keys, Atlas Genius, Foster the People, M83, The xx, some reggae. A little bit of everything.
Early bird or night owl? Definitely an early bird.
Hidden talent: I have played the drums since I was very young. It is a great stress reliever and it is also a lot of fun. Although I began playing with the help of a drum coach, I progressed on my own by playing along to music.
Favorite places to go in Palm Beach: Buccan (although we don’t get to go as often as we would like) and the Flagler Steakhouse for business lunches
Title of your autobiography: From the Ground Up
Most prized possession: My family