Bob is a Senior Portfolio Analyst, Vice President for Preston, Swedlund & Turbitt Wealth Partners at Rockefeller Capital Management. Prior to joining Rockefeller, Bob was at Merrill Lynch Wealth Management where he joined in 1994. Bob concentrates in providing investment planning solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. His focus is on building long-term relationships.
Bob received his Bachelors degree from the Texas A&M University and his Masters degree from the University of Houston. He and his wife, Sharon, have two children and four grandchildren.