Bob is considered a pioneer of investment consulting and an expert in business development in the mid-market, institutional and HNW investment consulting arena. Bob has mentored many financial advisors within the firms he was employed and has presented nationally throughout the firms regarding best practices in establishing and building a successful long-term investment consulting practice, business development, ethical practices of investment consulting, and investment policy formulations. Additionally, Bob has presented to many national and state industry conferences, trustee and investment committee associations and non-affiliated groups on various fiduciary, retirement plan and invest