Bob is Managing Director at The FMC Group of Rockefeller Capital Management. In addition to leading the team’s business strategy, Bob works intimately with clients in a consultative and advisory capacity to help sort through their concerns, answer the hard questions, and deliver viable solutions.
Prior to joining Rockefeller Capital in 2020, Bob had been a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management since 1996. Before that, he spent 10 years in the freight transportation industry. Bob received his bachelor’s in Psychology from the University of Southern California and an MBA with honors from St. Mary’s College of California. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), holds the Chartered Financial Consultant® (ChFC®) designation, and has earned the Certified Planning Fiduciary Advisor (CPFA) credential.
*Bob was named to Forbes’ Best-in-State Wealth Advisor list in 2018, 2019 and 2020.
He lives in Clayton, Calif., with his wife Patty, a Registered Nurse, and is active in the local community and charitable organizations. He enjoys hiking, skiing, guitar, fine wine and most of all, spending time with his cherished family and friends.
*The Forbes “Best in State Wealth Advisors” rankings discussed above were designated in 2018, 2019, and 2020 and last for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.