Bob is a partner and the managing director at the firm. For more than 20 years, he has been helping entrepreneurs and their families simplify their financial lives.
After earning a Business Administration and a Trust Management degree from Campbell University, Bob earned a Master of Business Administration from the University of Pittsburgh, Joseph M. Katz Graduate School of Business.
Prior to joining Waldron, Bob served as a Senior Director of the Ultra-high Net Worth Wealth Management Team at BNY Mellon. He was a member of the Investment Strategy Committee and led the fiduciary function for BNY Mellon’s central region. Bob became an Accredited Trust Financial Advisor.
At Waldron, Bob specializes in trust and estate planning, business and succession planning, and income tax planning. He enjoys building long-term relationships with clients through advisory services and educating families and heirs.
Outside of the office, Bob enjoys golf and trapshooting. He is the proud father of four children.