Bob is a Senior Managing Director and Principal of East Coast Asset Management. Bob brings 23 years of wealth management experience and an expertise in tax planning to the firm. Before joining East Coast, Bob was with Eastern Wealth Management as Senior Vice President/Relationship Manager providing wealth management solutions for clients. Previously, he was a Vice President with Atlantic Trust Pell Rudman and prior to that, Bob spent 10 years at Cambridge Trust Company as Tax Officer.
Bob is a CPA and holds a Bachelor of Science degree in Accounting from Merrimack College and a Master of Science degree in Taxation from Northeastern University. He is a graduate of the National Graduate Trust School at Northwestern University. He received a Certificate in Financial Planning from Boston University’s Center for Professional Education. Bob is a member of the AICPA and the Mass Society of CPAs. Bob may be reached at firstname.lastname@example.org.