Bob is a Senior Director of Investment Services for Public Trust based in California where he is responsible for new product development, expanding client relationships across the state, and brand awareness. Prior to joining Public Trust, Bob most recently served as Director of Institutional Investment Management and Defined Contribution for PNC Bank/PNC Capital Advisors where he was responsible for all business development and relationship management activities for a six-person team.
Bob additionally served as a Vice President of Institutional Retirement and Consultant Relations for Calvert Funds and as Director of Investment Consulting Services and Plan Consulting for Carlson Quinn. He is an active member of and financial services lead for the St. Vincent de Paul Food Bank as well as a member of the Catholic Youth Organization – East Bay Area. Bob received a Bachelor of Science in Finance from Loyola Marymount University and currently holds the FINRA Series 7 and 66 licenses as well as the AIF® designation.