Bob is a consultant, research director and financial industry observer who has chronicled the evolution of wealth management. Consulting clients include major fund managers, accounting firms, and financial publishers.

Bob served as research director for the Family Wealth Alliance for more than a decade, conducting groundbreaking studies of family offices, multifamily offices and independent chief investment officer firms. He was cited in 2017 by Family Wealth Report for his Outstanding Contribution to Wealth Management Thought Leadership.

Bob is a former managing editor of American Banker. He was the founding editor of Your Company magazine (which became Fortune Small Business) and the founding editor of Bloomberg Wealth Manager magazine. He started his career as a newspaper reporter in Chicago and held newsroom management roles at the Daily Herald in Chicago, the News-Journal in Wilmington, The Philadelphia Bulletin, and USA Today.

Bob is a graduate of The Medill School of Journalism of Northwestern University and The Wharton School of the University of Pennsylvania. He has a Certificate in Financial Planning from New York University. He lives in Redding, Connecticut.