With over two decades of experience working with wealthy families in a team environment, Robert directs the firm’s client service and engagement activities. He brings a deep knowledge of investment and balance sheet management to each client relationship and helps customize each client’s asset allocation to their unique expectations and tolerances. Robert also designs and delivers annual family meeting content to develop financial literacy and risk management in the rising generation of family members. He is chairman of the firm’s executive committee and sits on the investment committee. A 22-year veteran of Bank of America and its predecessor companies, he spent the majority of his caree