- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Bob is a Senior Wealth Strategist and responsible for providing holistic wealth management solutions for individuals and families, privately held business, family offices and foundations and endowments. Bob has expertise in financial planning, wealth transfer, banking, lending, investments, tax and liquidity strategies, philanthropy and coordinating expertise within and outside the firm to provide best solutions for his clients.
Experience
Bob has 38 years of experience in wealth and asset management. Prior to joining Northern Trust in 2023, Bob worked at Citi Private Bank for 12 years, where he served as a Managing Director and Private Banker for Ultra High Net Worth clients. Prior to that, he worked at Wilmington Trust Company and Glenmede Trust Company always serving Ultra High Net Worth Families, Endowments and Foundations.
Community Involvement
Bob is very active in his community. Currently, he is a Board Member of Moore College of Art and Design.
Joined Northern Trust
2023
Education
Bachelor of Science, University of Delaware.
Credentials
Certified Trust and Fiduciary Advisor (CTFA) designation.
Philadelphia
Cash Services Unavailable | No ATM
2001 Market Street
Suite 1120
Philadelphia, Pennsylvania 19103