Bob is a Managing Director, Wealth Advisor at Cresset with over 20 years of financial industry experience. As a senior wealth advisor, he leads the West Palm Beach office and works closely with a team of internal and external multidisciplinary experts to advise and develop integrated and comprehensive wealth management solutions for private business owners and entrepreneurs, public company executives, multi-generational families, and private and public foundations.
Prior to joining Cresset, Bob was a Senior Vice President and Private Client Advisor with U.S. Trust, where he led a team overseeing $2.4 billion in assets under management. Prior to that, Bob was the Chief Financial Officer for a private family office in West Palm Beach and a principal in a private equity investment and consulting firm focused on the acquisition of distressed commercial real estate. Bob began his career as Chief Investment Officer for a private commercial real estate investment company in Dallas, Texas and served as Chief Financial Officer, Director, and owner of a privately held community bank in Texas.
Bob currently serves as the Chairman for the Boys & Girls Clubs of Palm Beach County, and as a board member for the Palm Beach Zoo. He is also serves as an advisory board member at the Lemieux Center for Public Policy at Palm Beach Atlantic University. He is a past Chairman of the Valley Baptist Hospital Foundation in Harlingen, Texas, and past Co-Chairman of the Advisory Council for Episcopal High School in Alexandria, Virginia.
Bob is a graduate of Southern Methodist University in Dallas, Texas where he received a B.A. in History and an MBA with a concentration in finance and financial accounting. He is also a graduate of the Southwestern Graduate School of Banking at Southern Methodist University.
Bob and his wife, Debbie, live in North Palm Beach and have two children Catherine and Cooper. He is an active outdoorsman and enjoys hiking, running, and traveling.