Bob’s a Massachusetts native with an entrepreneurial spirit. In middle school, his father explained to him that his college savings was in a stock mutual fund; that meant that Bob was an owner of many of America’s best businesses, and received a tiny fraction of the profit every time a Happy Meal® was sold. This concept fascinated Bob. From that early age, he was hooked on investing.
Bob graduated from Babson College, where he played baseball and prepared for a career as an entrepreneur. He wanted to join a small firm where he could see the end results of his work, and have a direct impact on clients. Then he discovered Heritage, and became the firm’s sixth employee.
Early in his career, Bob shared in many of the responsibilities that come with being part of a six-person firm, including investment decision-making. Over time, he became the firm’s CIO, in which capacity he designs portfolios to meet return objectives while minimizing risk. Bob keeps his focus on the big picture, especially on getting the asset allocation right, which he believes drives the majority of a portfolio’s return.
When he’s not researching investments and taking care of clients, Bob spends time with his wife and young family. He’s involved with his local church and his alma mater as a coach in Babson’s Coaching for Leadership and Teamwork Program. He also takes his barbeque seriously – he’s a Certified Barbeque Judge of the Kansas City Barbeque Society.