Bob started his career in the financial services industry in 1980, after receiving his Bachelor’s degree from the Syracuse University School of Management in 1978. He went on to earn his Master’s of Business Administration (MBA) from Syracuse University in 1982. Prior to joining Pinnacle Investments in 2008, Bob was a partner and branch manager of a local investment firm for 17 years.
Bob is a Financial Industry Regulatory Authority (FINRA) General Securities Principal (Series 24), Municipal Securities Principal and is New York State Insurance Licensed for Life, Accident and Health. In addition to advising clients, Bob is a member of Pinnacle Capital Management’s Investment Committee. He has extensive knowledge and experience in research, portfolio management and trading of fixed- income securities. Bob served on the board of trustees of WCNY for 6 years. Presently Bob serves as a member of the Board of the Centro New York Regional Transportation Authority (CENTRO). Bob, his wife Susan and daughter Megan reside in Syracuse, New York.
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