Bob has extensive experience in investment management, business development, real estate and lending. Bob joined SVB Private after successful stints at Oppenheimer and BNY Mellon, where he provided investment management, wealth and estate planning to successful individuals and families, family offices, corporate plans, endowment and foundations.
Bob has also served as a Managing Director of Business Development at the Welton Investment Corporation, an alternative investment manager specializing in managed futures, currency and global macro strategies. Bob began his career as the Vice President of West Coast Wire & Steel, a family owned company in Riverside, CA. At WCWS, he was responsible for designing the company’s marketing strategy as well as managing inside and outside sales.
Bob and his wife have three children and live with their family in Pacific Palisades, CA. He is a graduate of the University of California, Los Angeles and is very active in several alumni and mentor programs, providing mentorship to UCLA athletes and students in the Sharpe Fellowship Program through the UCLA Economics departments. Bob is based out of the Santa Monica office.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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