Senior Wealth Advisor

Prior to joining WBH Advisory in 2000, Bob worked for a financial and accounting consulting firm where he performed financial valuations on various privately held businesses as well as intellectual property portfolios.  Previously, Bob spent over five years in the banking and mortgage lending industry.  He is a graduate of Tufts University with a Bachelors degree in Political Science and the Robert H. Smith School of Business at the University of Maryland, College Park where he received an MBA with a concentration in Finance.  Bob has earned the right to use the Chartered Financial Analyst designation.