Experience & Expertise

Bob is a Partner and Senior Financial Advisor in the firm’s Private Client Group. He has been in the investment industry since 1971 and previously worked for Alex Brown & Sons, Legg Mason Capital Management, First National Bank of Maryland, U.S. Fidelity & Guaranty Company and Calvert Investment Counsel. Bob is a member of the firm’s Investment Committee.

Favorite Thing About Working With Clients

“I am particularly interested in helping clients deal with complicated financial issues.”

My Philosophy On Client Service

“Client service is critically important in a client relationship, and I strive to beat client expectations every time.”