Robert Borkow

Financial Services Representative

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Robert Borkow is a seasoned Financial Services Professional  with a demonstrated history of working in the finance industry, specializing in catering to the needs of affluent individuals such as highly compensated executives and business owners. His expertise lies in developing customized financial strategies that align with the unique requirements of high net worth individuals. Robert's approach is characterized by a deep commitment to understanding his clients' aspirations and delivering tailored solutions to help achieve their financial goals.


Joining the Fortis Lux Financial team in 2023, Robert operates out of the New YorkCity, Midtown office. He skillfully balances his responsibilities between corporate clients and high net worth individuals, ensuring a personalized approach for each. His dedication to building enduring relationships is a testament to his client-first philosophy. Leveraging his profound knowledge, extensive experience, and access to world-class financial tools, Robert is adept at guiding his clients toward financial independence.


Robert's financial career was initiated at Northwestern Mutual, where he spent over six years focusing on protection solutions and retirement strategies. His clientele primarily includes professionals from the big four accounting firms, banking, consulting sectors, healthcare providers, IPO participants, and business owners. His comprehensive understanding of diverse financial portfolios is further reinforced by his possession of Series 6, 63, and Life & HealthInsurance licenses.


An alumnus of Muhlenberg College, Robert was an active member of the NCAA college golf team, highlighting his commitment to excellence both academically and in extracurricular activities. Residing in Manhattan, he is an avid outdoor sports enthusiast, including big mountain ski mountaineering, tennis, and golf, often participating in tournaments. His love for travel reflects his appreciation for diverse cultures and experiences. Complementing his professional endeavors,Robert is also deeply involved in community charitable organizations, holding leadership roles that underscore his commitment to societal well-being.


Robert Borkow's blend of professional acumen, personal interests, and community involvement positions him as a distinguished Financial Services Professional ,particularly for affluent clients seeking comprehensive and bespoke financial guidance.