Bob has over 20 years’ experience in the Financial Services and Asset Management industries having served in numerous executive and investment management roles at Fidelity in addition to time spent as a strategy consultant in the Asset Management/FIG practice of McKinsey & Company. In his most recent role, Bob served and the President & CEO of Financial Research Corporation (FRC), a firm focused on providing research and consultative services to the Asset Management Industry. Bob’s career at Fidelity encompassed roles ranging from running a private-client, HNW trading operation to managing a fund analysis and investment research group to being a part of a portfolio management team overseeing a $100bn+ multi-asset class mutual fund.
Bob earned an MBA in Finance and Entrepreneurial Management from the Wharton School, University of Pennsylvania with minor concentrations in Investment Management and Corporate Strategy. Bob received his undergraduate degree from the University of Arizona Eller School of Management earning a BS in Business with a minor in Finance.
Bob has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses and has served as the General Securities Principal for Fidelity Management & Research and as the Senior Registered Options Principal. Bob has authored several white papers on topics such as Retirement Investing, Investment Policy and Portfolio Manager Selection.