Bob is a partner and the managing director at the firm. For more than 20 years, he has been helping entrepreneurs and their families simplify their financial lives. After earning a Business Administration and a Trust Management degree from Campbell University, Bob earned a Master of Business Administration from the University of Pittsburgh, Joseph M. Katz Graduate School of Business. Prior to joining Waldron, Bob served as a Senior Director of the Ultra-high Net Worth Wealth Management Team at BNY Mellon. He was a member of the Investment Strategy Committee and led the fiduciary function for BNY Mellon’s central region. Bob became an Accredited Trust Financial Advisor. At Waldron, Bob spe