The Wealth Office®
Bob is responsible for the analysis of client investment portfolios for The Wealth Office. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm as a Compliance & Operations Associate in 2018, Bob served as a Securities Processing Analyst and Hedge Fund Services Consultant at The Northern Trust Company. Bob graduated from Benedictine University with a BS in Finance and Management and is also a Level III Candidate in the CFA program. In his free time, he enjoys cheering on Chicago sports teams, fitness and being a stock market enthusiast.