Bob is the founder of Oswego Private Wealth Management. Over his career in the wealth management industry, Bob has been committed to building talented teams in assisting business owners and high net worth families in the planning and management of their affairs. Oswego Private Wealth Management plays a unique role in our clients’ lives by acting as their “family CFO” to simplify and coordinate the complexities of wealth management. We function as a virtual family office for a select group of successful clients for whom we can have a major impact.
Prior to founding Oswego Private Wealth Management, Bob was a Senior Vice President at Merrill Lynch as well as PaineWebber/UBS and President of Paradigm Capital Group and CEO of M Securities. His insight and experience have led him to serve on the Boards of Guide Dogs for the Blind, Oregon Symphony, George Fox Business School and the Lake Oswego Chamber of Commerce.
Bob’s education includes Miami University of Ohio, University of Pennsylvania’s Wharton School of Business and The Buckley School in Camden, South Carolina.
When not leading his business team during the week, Bob thoroughly enjoys life with his wife, Michele, and spending time with his four children and four grandchildren. On weekends you can find Bob on the tennis or squash court and occasionally struggling on the golf course.