Bob serves as Director of Institutional Consulting Services group in the home office of Raymond James and has more than 20 years of experience in investment management. He holds the professional designations of Chartered Financial Analyst and Accredited Investment Fiduciary.
Before joining Raymond James in 2012, Bob was Senior Vice President at Morgan Keegan & Co. (which was acquired by Raymond James). Earlier in his career, he was a Senior Vice President and Director of the Managed Assets Group at McDonald Investments, Inc. in Cleveland, and was a Commissioned Bank Examiner at the Federal Reserve Bank of Cleveland. Bob proudly served as an officer of the United States Marine Corps.
Bob holds a Bachelor of Science degree in Finance from Bowling Green State University. In addition, he is a graduate of the Securities Industry Institute, where he completed a three-year executive development program hosted by the Securities Industry and Financial Markets Association and Wharton Executive Education. He is a member of the CFA Institute, the MidSouth Association for Business Economics and the Cleveland Society of Security Analysts.