Based in New York City, Bob provides comprehensive wealth management services, including investment management, retirement planning and tax and estate planning. His practice also involves delivering retirement and planning services to medical professionals and business owners. Previously, Bob was a Wealth Manager with both Manning & Napier and USAA. Bob holds a BA in Economics from State University of New York at Geneseo and an MBA from Rochester Institute of Technology. He is a member of the Financial Planning Association and is an IRS Enrolled Agent.