Bob has been working in financial services since 2009. Bob spent his first few years after graduating college starting and running a boutique financial analytics firm that provided financial analytic services to Registered Investment Advisors and Asset Managers. Bob spent his time providing research and analysis to customers.
In 2011, Bob transitioned to a registered investment advisory firm where he was the portfolio manager for an energy infrastructure strategy. Bob was responsible for building the portfolio of investments in the strategy. Towards the end of Bob's stay, he helped re position the firm to focus on wealth management. In 2019, Bob joined forces with Gregory Locke to form Ironwood Wealth Management.
Bob graduated with a B.S in Energy Business Finance from Pennsylvania State University in 2009. He passed the Series 65 exam in 2011 to become an investment advisor representative.