Managing Director
and access,
Bob is a seasoned executive with a vast array of operational and strategic experience in privately-held businesses. His formative career was spent in public accounting, real estate, and banking. Those roles included tax and audit experience in multiple industries; assisting with private and public real estate syndications and commercial lending, all in large company environments. He made the move into middle market businesses with the acquisition of a manufacturing and distribution business where he served as President and CEO and oversaw all aspects of the business. Bob has worked with owners in several privately-owned businesses as a C-level Finance and Operations Executive with a focus on maximizing business value. These businesses were in the hospitality, industrial distribution, staffing, and industrial manufacturing and distribution industries. In these roles, he provided financial and operating strategies to improve the bottom line with experience in buy-side due diligence and sell-side management presentations. It’s his curiosity and tenacity of inquiry that gets Bob to the root of the matter and it is through the numbers that the value of a company is realized. Bob is a CPA (inactive) and a graduate of St. Joseph’s University (BS Accounting) and Drexel University (MBA Finance) and resides in Horsham, PA with his family. In his efforts to give back, Bob has been serving on non-profit boards. He is currently on the boards of Faith in the Future and Little Flower High School for Girls and is advising Aid for Friends. He enjoys outdoor activities of golf and a nice swim in the ocean.