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.
