Bob Branan

Bob has over forty years of business experience including thirty years in public accounting where he specialized in taxation of large and middle market businesses, pass-through entities and high net worth individuals. Public accounting experience includes three foreign assignments. Private business experience includes real estate development, asset management, investment management, tax planning, financial planning, and risk management. Bob has also served as chief financial officer for a legal services outsourcing startup with operations in Hyderabad, India.

Currently, Bob is part of a family office team serving a Charlotte based family group. His responsibilities include investment and asset management, tax planning and reporting, risk management, and financial partner relationships.