Designations and Licenses

Bobby is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®.

Experience and Education

Bobby focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Bobby was a lead wealth management specialist with Putnam Investments. He developed wealth management-related content and direct strategic initiatives to generate awareness on actionable ideas that financial advisors could implement in their practice to produce better client outcomes. He also spoke regularly across the country to financial advisors and investors on a wide range of financial topics. Before that, he was a regional investment consultant/external wholesaler responsible for cultivating relationships to drive mutual fund sales with RIAs in Washington, Oregon, California and Arizona.

Bobby has a bachelor’s degree in finance from Bentley University.

Personal Interests

Away from the office, Bobby enjoys spending time with his wife, son and their dog, Miller. He is an avid golfer and follows Boston sports teams, especially the Boston Bruins.