Bob is a seasoned professional with over 40 years in the financial industry working with high-net-worth families, their businesses and retirement plans. He has gained a reputation of knowledge both inside and outside the investment community and prides himself on personal accountability in managing client portfolios.
Bob holds a Bachelor of Arts Degree from Hofstra University. He is an accomplished musician playing the saxophone, piano, and guitar and has performed at many charitable events. He enjoys spending time with his wife, Mary, children, and grandchildren, as well as being able to get outside and play golf and tennis.