Client Advisory

Biography

Bob is a Partner based out of the New York and New Jersey offices. He has more than 40 years of experience counseling corporate executives and high-net-worth individuals and families in all the key personal financial planning disciplines with a special emphasis on retirement planning, investment portfolio construction and family wealth transfer strategies.

Bob began his career as a Senior Financial Advisor at Asset Management Group (AMG) where he provided independent objective financial advice to senior executives of leading U.S. companies. Bob later moved on to Ayco, a Goldman Sachs Company, where he spent over twenty-five years in financial counseling. Throughout his career at Ayco, Bob was a trusted advisor to Fortune 1000 corporate executives and high-net-worth families. In this role, he provided full-service financial planning including tax preparation, investment planning, estate planning, insurance analysis, employee benefit maximization and retirement financial security assessments.

Prior to Joining Cerity Partners, Bob was a Managing Director at Stirling Wealth Advisors (SWA) where he provided highly customized financial advice to a select group of high-net-worth individuals and families using a sophisticated open architecture investment platform.

Education

  • Master of Science from Pace University
  • Bachelor of Applied Science in Finance from Fairleigh Dickinson University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.