Bob’s responsibilities include guiding and leading the firm’s strategy as well as working with select clients. Bob has authored and been the subject of numerous articles appearing in prominent publications including the Los Angeles Times, Crain’s Chicago Business and Pensions & Investments, and has taught courses on fiduciary responsibility and related subjects. He co-authored Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), Nonprofit Asset Management (John Wiley & Sons) and recently authored 50 Billion Reasons to Grow Your Practice (Honor) and is co-host of the Nonprofit Investment Stewards Podcast.
Prior to co-founding Fiducient Advisors (DiMeo Schneider), Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group, where he chaired their 401(k) consulting effort. Bob obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor’s degree from Bradley University. Bob has mentored at and served on the board for Year Up Chicago. He is a board member for the Associated Colleges of Illinois, a board member for the Special Olympics Illinois Foundation and vice-chairs the investment committee for Catholic Charities of Chicago. Bob also serves as a director for the Geneva Lake Water Safety Patrol. Bob’s interests include music, exercise, golf and boating…all the better with family and friends.