Bob is a Managing Director, Wealth Advisor at Cresset with over 20 years of financial industry experience. As a senior wealth advisor, he leads the West Palm Beach office and works closely with a team of internal and external multidisciplinary experts to advise and develop integrated and comprehensive wealth management solutions for private business owners and entrepreneurs, public company executives, multi-generational families, and private and public foundations. Prior to joining Cresset, Bob was a Senior Vice President and Private Client Advisor with U.S. Trust, where he led a team overseeing $2.4 billion in assets under management. Prior to that, Bob was the Chief Financial Officer fo