Designations and Licenses

Bob is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Bob provides directional leadership to the advisors and associates in our Washington, D.C. office.

Prior to joining Mariner, Bob was the director of Washington, D.C. region for The Mather Group. He led business development efforts in the Washington, D.C. metro area. He also served clients brought to The Mather Group through M&A activities and exclusively covered the Fidelity referral program in the Washington, D.C. metro area.

Bob has a master’s degree in psychology from Harvard University.

Personal Interests

Bob enjoys playing tennis, rugby, ice hockey and is a 5-time Iron Man triathlete.