Bob specializes in high net worth and ultra-high net worth advisory services with a focus on trust and estate planning, business and succession planning, income tax planning and the education of families and heirs. Prior to joining Waldron, he was Senior Director of BNY Mellon’s Ultra-high Net Worth Wealth Management Team. Bob also led the fiduciary function for BNY Mellon’s central region and was a member of the Investment Strategy Committee. Bob is the proud father of four children and enjoys golf and trapshooting.
Education & Certifications
MBA, University of Pittsburgh – Joseph M. Katz Graduate School of Business B.A., Business Administration, Trust Management, Campbell University
Featured in The News
May, 2020 | Blog
While the title may take you back to the classic rock era and create a sense of nostalgia and fond memories of how things used to be, the reality is that life as we know it has changed. Yes, we said it. Each day, we see and feel the effects the current pandemic has on […]
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