Qualifications
Leveraging over two decades of multifaceted experience in the financial services sector, Bob offers a distinct perspective and depth of knowledge to his clients. As a portfolio manager for 13 years at Schonfeld group, Bob learned risk management, fundamental and technical analysis, and the interconnectivity of global equity, fixed-income and commodities markets. This blend of experience and insight equips him with a unique perspective on the financial markets and enables Bob to navigate complex financial issues effectively to deliver customized solutions that align with clients’ goals and aspirations.
Bob’s academic background, with an MBA from UNC Kenan-Flagler Business School and BBA in Banking and Finance from Hofstra University has provided Bob with a solid foundation in financial theory and practice.
Born and raised on Long Island, NY, Bob relocated to the Raleigh-Durham NC area in 2007 with his wife, Jodi and two sons, Brendan, and Ryan. Bob's passion for sports is pursued as Head Coach for the Carolina Junior Hurricanes youth ice hockey program.