Bob has been a director on the Center’s Governing Board for over 25 years and is a past chairman of the Governing Board. He also serves on the Life Quality Solutions Incubator board, the Executive and Audit Committees, and the Endowment Investment Committee, which he formerly chaired. Bob also serves as a director on the board of Lifeplan CCO NY, a care coordination company affiliated with the Center.
Bob has had a professional career of over 35 years in finance. He is currently First Vice President-Senior Consultant at Merrill Lynch with the Clore-Kelly Group. He specializes in comprehensive wealth strategies and investment management for individuals and institutions. His professional designations include the prestigious Certified Investment Management Advisor CIMA designation from the Wharton Business School at the University of Pennsylvania, the Certified Divorce Financial Analyst, (CDFA) and Merrill Lynch's Certified Special Needs Advisor designation, (CSNA).
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