Experience 9 Years
Bob is a member of the managed accounts team responsible for new business development in the Northwest region. His focus is on the expansion of advisory relationships as well as servicing and maintaining GW&K’s longtime clients in the region. Bob is based in Denver, Colorado.
Bob joined GW&K in 2016 as an internal wholesaler supporting the Northeast region. Previously he was an investment solutions representative at Fidelity Investments where he worked directly with clients on investment planning, portfolio analysis, and asset consolidation.
Bob earned dual BAs in Economics and Public Policy from the University of North Carolina at Chapel Hill. He holds the series 7, 63, and 66 Licenses with FINRA
I enjoy following sports, cooking and trying new foods, as well as exploring the outdoors with my wife Shelagh and our chocolate lab, Gus.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article