About us
Robert Cantwell III & Roman Puglise
Leadership
Robert Cantwell III
Founder and Chief Investment Officer
Robert founded Upholdings to focus on securities with high returns on invested capital and transparent financial structures. A recognized leader in the evolution of active management, Upholdings made industry history by executing the first-ever conversion of a private hedge fund into an actively managed ETF.
Robert previously served as the CFO of Everlane during its period of hyper-growth. Before that, he was an investment analyst at a long / short fund, and before that, a private equity fund. He holds a BA in Economics from Harvard University. Robert lives in Nashville with his wife and son.
Roman Puglise, CFP®
Partner and Lead Financial Planner
In Upholdings, Roman saw an opportunity to bring the ultra-high net-worth approach to those still building, in a more hands-on and aligned way. Not just managing assets, but leading the financial planning conversation and guiding decisions across every aspect of a client’s financial life.
Roman’s early career centered around advising ultra-high net-worth families in a large independent RIA, where wealth management operated like a personal family office - integrating estate, tax, and investment decisions.
A former professional athlete for the Maryland Whipsnakes and National Champion and former All-American lacrosse player at the University of Maryland, Roman brings a leadership-driven, team-first mindset to every client relationship.
Roman holds a BS and MS in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He lives in Charleston with his wife, Teresa, and their son, Gianni. Outside of work, he enjoys golfing, spending time at the beach, staying active, and training the next great athletes.