Bob's main area of expertise within our team is providing investment consulting services to both institutional and high-net-worth individuals. This includes customizing investment policies and asset allocations around clients' goals and objectives as well as designing strategies to implement the plans. In addition, he focuses on the equity strategies for their team with careful consideration to risk management. Bob believes strongly in a holistic view of wealth management and his strategy is to add value through helping to educate clients in family wealth planning to enrich their lives and others. Teaching multi-generational family members to be good stewards of family wealth is a key to Bob's business.
Qualifications
Bob has been an advisor for the past 20 years. Previously he spent time at Deutsche Bank Alex. Brown and Greenville Capital Management. Bob currently hold Series 7, 63 and 65 registrations and has earned the Accredited Investment Fiduciary AIF) designation.
Bob received a B.A. in history/international relations from Princeton University in 1979 and is a graduate of the Wharton School of Securities Industry Institute. He sits on a number of non-profit boards, including the Welfare Foundation, Environmental Committee of the Brandywine Conservancy, and the Quebec Labrador Foundation.
Personal
Bob lives in Greenville, Delaware, with his wife Martha, and two sons, Hunter and Ross. His hobbies center around the outdoors - fly-fishing, squash, adventure travel, and golf.
