Bob is a Managing Director at Miracle Mile Advisors and works primarily with privately held business owners and non-profit executives to strategically manage their cash flow and build wealth through tax efficient strategies. He serves as an investment fiduciary to our client’s 401(k), 403(b), Profit Sharing, Defined Benefit Plans, and Endowments. Bob is also responsible for developing and delivering engaging content and communication programs to employees.
Prior to joining Miracle Mile, Bob held roles on John Hancock’s Retirement Plan Services and Fund teams in Boston, Mass. In these roles, Bob supported financial advisors’ efforts to grow and service their 401(k) business and collaborate with fund managers on the tax implications of their buying and selling decisions.
Bob received his bachelor’s degree in Economics from Denison University. He holds the Accredited Investment Fiduciary® designation. Bob spends his free time being active in the San Francisco Bay Area with his family.
- holds the Accredited Investment Fiduciary® designation
There is more than
meets the eye.
- He’s an avid Notre Dame football fan along with the New England Patriots and Boston Celtics.
- Bob is a mentor to aspiring entrepreneurs through the Renaissance Entrepreneurship Center in Richmond, CA.