Designations and Licenses

He is a Certified Public Accountant and a Personal Financial Specialist.

Experience and Education

Bob plays a key role in developing comprehensive wealth management strategies for clients to help them achieve their personal financial goals. He has particular experience in tax strategy, retirement planning, investment management and trust and estate planning, including next generation wealth transfer and counseling.

Prior to joining the firm, Bob cofounded Brinton Eaton. Mariner later acquired Brinton Eaton. He is a former director of Red Oak Bank and a trustee of numerous private family foundations.

Bob holds a bachelor’s degree and a master’s degree in business administration from Seton Hall University. He is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Personal Interests

Bob has served on numerous charitable boards and is currently vice chair of the Board of Trustees of St. Benedict’s Preparatory School in Newark, New Jersey.