Bob places tremendous value in the relationships he has with his family and friends. He realized early in life that the thing that drove him, above all else, was the satisfaction he received from making a positive impact on the lives of those closest to him. He strives to build those same types of relationships with his clients.
Bob graduated from the University of Rhode Island where he majored in Economics, and later received his MBA from Bentley University with a concentration in Finance. Prior to co-founding Seven Point Financial, Bob spent eight years at Fidelity Investments where he earned his Chartered Financial Analyst® designation and more recently spent two years as a Registered Representative with First Allied Securities. He is an Investment Advisor Representative, and holds the series 7 and 63 registrations through LPL Financial.
Bob resides in Cumberland, Rhode Island with his wife Sherri and their two daughters Juliana and Maya. He is an active member of the Cumberland-Lincoln Rotary Club and the CFA Society Providence. In addition to spending time with family and friends, Bob enjoys running, playing golf and coaching sports at his daughter’s school.