30+ years of experience in investment management including institutional investment management, securities research, portfolio management, and financial planning. Bob holds the Certified Financial Planner (CFP®) certification issued by the CFB Board of Standards. Bob also hold the Chartered Financial Analyst (CFA®) designation and received his MBA from Boston University. Current areas of emphasis include financial planning, investment strategy, and wealth management. Specialties: financial planning, asset management, securities research, & investment strategy