Senior Managing Partner -- Investments
888.754.4567 ext. 103
bob@harvestwealthpartners.com


If anyone understands money management from both sides of the table, it's  Bob.  The son of a General Foods executive, he accompanied his father to work on numerous occasions.  With the desire to be involved in the financial markets since age 13, he pursued his education with that in mind.  He holds a BS in Finance from The University of Rhode Island, and an Honors Thesis MBA from The Lubin School of Business, in addition to 15 years as VP and General Manager of a medium-sized firm, providing him with valuable insights to share with clients.  An avid model railroader, Bob can be found many nights tinkering with his hobby in his basement.  But, true to his upbringing, Bob always comes back to the value of family and the joy of time spent with his wife, Carol, and his children, Jaye, Steven, Greg and Alison.

A serious student of finance, he holds series 7, 9/10, 24, 63 and 65 registrations from FINRA ( the Financial Industry Regulatory Authority) through his registration as an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.  Bob focuses on private wealth management, portfolio risk analyses, and asset allocation suitability.  Recognized for an unparallel commitment to educating the public on the variety of investments available, Bob is often quoted as a source by numerous publications.  He still holds the top mile records at John Jay High School -- unbroken since 1967.

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