With a career spanning four decades, Bob has built a distinguished legacy as a financial planner and investment advisor.
His professional journey began at Equitable, where he developed a strong foundation in comprehensive financial planning and asset management. By 1989, he advanced to a leadership role as Senior Vice President, where he was tasked with expanding the firm’s reach across the Capital Region, Western New England, and the Hudson Valley. Under his guidance, the business grew into one of the largest financial planning and asset management operations in the region, supporting more than 100 independent financial advisors and staff. This experience strengthened his knowledge in recruiting, training, mentoring, and leading a diverse team, while deepening his understanding of the complex and evolving needs of clients.
In the years that followed, Bob transitioned from his leadership role to cofound a client-focused practice alongside a group of colleagues and experienced financial professionals. This multigenerational firm was designed to enhance the client experience, support the development of the next generation of financial advisors, and ensure the continuity and consistency clients have relied on for decades.
A personal point of pride for Bob is having his three children—Lauren, Kristopher, and Samuel—continue the family’s legacy as valued partners in the business. Together, they bring more than 25 years of combined experience, helping to carry forward the core values and commitment to client service that have defined his career.
Bob and his wife, Susan, raised their family in Clifton Park, NY, and now call Lake George home, surrounded by the scenic beauty of the Adirondacks. They enjoy an active lifestyle that includes skiing, golfing, hiking, traveling, and spending time with family. Their shared passions reflect the balance of work and life they have always prioritized and encouraged in their children.