Bob joined the group in 2008 and contributes to serving the financial needs of our clients by focusing on financial planning and investment management. His career as a financial professional encompasses over 25 years of experience in the financial services industry.
He began his career working on the trading floor as a reporter for the New York Stock Exchange, which led to an opportunity to work as an equity trader on the proprietary trading desk of Lawrence, O’Donnell, Marcus and Co., where he ultimately became a partner. The firm was acquired by Van der Moolen Specialists USA in 1998, and Bob continued in his role as equity trader until 2007.
Bob is a registered investment advisor representative and holds Series 7, 24, 51, 63 and 65 securities licenses as well as life, health and variable annuity licenses. He earned a bachelor’s degree in management from Gettysburg College. He holds the professional designation of Accredited Portfolio Management AdvisorSM.
Bob is a native of New Providence, where he lives with his wife, Maureen, and their three children, James, Erin and Matt. He is a member of Corpus Christi Church in Chatham Township and a board member of the Summit Tennis Club. Bob enjoys coaching his children’s sports teams and playing competitive tennis.