Bob is a retired Investment Advisor with over 20 years’ experience in the financial services industry. He is a Registered Financial Advisor and Portfolio Manager assisting businesses and individual clients in developing and implementing workable strategies to help them reach their financial objectives.
He was named in Texas Monthly as among the top 7% of advisors in Texas, and in the top 3% in Dallas in 2010 and 2011 by Five Star Wealth Manager.
Bob began his career at Arthur Young, CPAs, and was an international banker for 15 years at a major money center bank in charge of Europe and the Middle East. He has been a CFO at several companies. As a former accountant and CFO, Bob’s distinctive qualifications and experience work to help improve his clients’ positions. He is a graduate of the Thunderbird Graduate School and Northern Arizona University. He holds a Masters Degree in International Management and Business Administration.