Bob Kaspar is a seasoned financial professional with extensive experience in wealth management and investment services. Currently serving as a Partner at Corient since October 2023, Kaspar also holds the position of Chairman of the Board at National Advisors Holdings, Inc. since April 2011, overseeing its subsidiaries which include the National Advisors Trust Company. With a strong background in organizational development, Kaspar has directed operations at various firms, including National Advisors Trust Company and The Windsor Group, Ltd. Previously, Kaspar has held key roles at Somerset Wealth Management, Somerset Financial Services, and Irwin Union Investor Services. Kaspar began his career at Ernst & Young after obtaining a Bachelor's degree in Accounting and Management from Ball State University.
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