Director of Investments - Senior Advisor
As Abbey Street’s Private Wealth-Director of Investments, Bob oversees the Investment Group, which includes manager and security research, portfolio construction and management, and Abbey Street’s Investment Committee team of strategists.
Prior to joining Abbey Street, Bob was Senior Vice-President at U.S. Bank Private Wealth Management and also held a Managing Director position with Bronfman E.L Rothschild (Baker Tilly Investment Advisors). For over 35 years, Bob has been helping individuals, families, business owners and companies achieve their financial dreams and aspirations.
An active community leader, Bob serves as the Treasurer for the Folds of Honor Minnesota Foundation, providing education scholarships to military families.
Bob enjoys time at the lake with the family during his free time. A sports addict, he enjoys golf, the outdoors, and traveling.