Prior to joining Cerity Partners, Bob was the President and Principal of MullinTBG Advisors, a Registered Investment Adviser that provided financial planning and wealth management services to individuals, and investment consulting and advisory services to executive benefit plan sponsors and corporate investment committees. Before creating MullinTBG Advisors, Bob was a partner of The Ayco Company, L.P., a Goldman Sachs company where, in addition to client responsibilities, he had many liaisons and significant marketing responsibilities for Ayco’s west coast office.
He earned a Bachelor of Business Administration in Accounting at Siena College and a Juris Doctor from Albany Law School of Union University. He is a member of the New York State Bar Association. His licenses include Annuity, Life, and Health in most states and California CTEC Tax Certification.