Firm Specialists

As a Senior Managing Director, Bob is responsible for guiding advisors as they grow their practice. He also works with outside brokers affiliated with Baystate. He has over 30 years of investment advisory experience and received his CLU Chartered Life Underwriter degree from the American College in 1998.

Bob follows various financial groups like the Greater Boston Estate Planning Professional Group and the Financial Services Professional Institute.

Bob lives in Walpole, MA with his wife Jennifer and is the proud father of two grown sons. During his free time, Bob volunteers locally in his community supporting various charities.