Bob is a Partner and Private Wealth Advisor at Snowden Lane Partners where he provides advisory and investment management services to Snowden's wealth advisory clients as well as brokerage services through their affiliated broker-dealer.Bob grew up in New York City and graduated from Denver University, Colorado with a B.A. in Finance. He worked on the floor of the American Stock Exchange in New York, and later became an advisor to the cable television industry for 13 years. Bob has been employed in the securities industry since 1988. He currently holds the designation of CRPC® (Chartered Retirement Planning Counselor SM). Bob currently serves as President of Chapman Woods Association and also sits on the board of the Arcadia Chamber Of Commerce.
Listed skills include Wealth Management, Financial Planning, Wealth, Finance, and 6 others.