As Vice President of Investment Consulting, Bob serves as a Senior Retirement Plan Investment Consultant and Client Portfolio Manager to his clients at OneDigital. With over 25 years of experience, he leverages his expertise in overseeing retirement plan assets and managing pension, endowment, and corporate reserve assets.
Bob earned his undergraduate degree in Finance from William Paterson University of New Jersey, and his MBA in Finance from Fordham’s Gabelli School of Business. He also holds several professional designations, including Certified Investment Management Analyst® and Certified Plan Fiduciary Advisor®. He is an active member of OneDigital's national Retirement Investment Strategy Council.
Before joining OneDigital, Bob was a Senior Portfolio Manager and Head of the Global Asset Allocation Group at Nikko Asset Management Americas, Inc. in New York City for 16 years. He also served as head trader for the same group at Natixis for 5 years before Nikko acquired it. Bob began his investment career as a derivatives trader with Bankers Trust in New York in 1995.
