Bob is the Director of the Investment Division. He has been serving the investment needs of clients since 1983, after graduating from the University of Massachusetts with a bachelor’s degree in economics.
Bob has also received the CLTC designation and holds his FINRA Series 7, 24, and 65 registrations. He also manages his own client base and provides all investment training and education to every registered representative at the firm.
Bob resides in Sudbury, MA with his wife and two sons. He is currently on the Board of Directors for B’nai B’rith Housing and for Yoga Reaches Out. When not working, Bob is an avid skier and golfer.« Meet more of the team