Bob has more than 25 years of experience in the equity and fixed income markets, having begun his career at RBC Wealth Management in 1992, back when it operated under the name “Sutro & Co.” During his career, he has come to specialize in fixed income, estate planning, and client or individual portfolio management. He is a Portfolio Focus Manager, part of the Portfolio Focus Manager program for which only a select group of RBC Wealth Management Financial Advisors qualify. Bob is also an acting representative of RBC’s Financial Advisors Advisory Committee, and was appointed as a member of RBC’s President’s Council since 2006 and the Chairman’s Council since 2009. He currently holds his Series 7, 63 and 65 securities licenses and received his Bachelor of Arts degree from Iona College in New Rochelle, New York.
Bob resides in Pleasant Hill with his wife, Sunshine, daughter, Ashlee, and twin sons, Bobby and Anthony. Outside of work, he enjoys physical fitness, sports, travel and time with his family.