Bob has been providing comprehensive wealth management services to clients since 1979 and is a Principal of Aspiriant.
Over the course of his long career, Bob has focused exclusively on providing comprehensive wealth management services to affluent executives and business owners. While his areas of expertise range broadly to include income and estate taxation and investment matters, his long experience in integrating these disciplines around his clients’ unique circumstances and objectives and facilitating effective decision-making, has made his advice invaluable to many of California’s wealthiest families.
Bob started his career in 1979 as a tax advisor with Touche Ross and Co. (now Deloitte) while completing a joint JD/MBA (Tax) program. Pursuing a desire to broaden his skill set to include estate, trust, and investment matters, he left Touche to join the personal financial advisory arm of Bank America, serving as a Vice President in charge of the Bank’s Los Angeles practice. In 1985, Bob was recruited to help establish the Personal Financial Services group at Price Waterhouse (later PricewaterhouseCoopers), where he was part of the leadership team that created its Asset Management practice and made PwC the first of the big accounting firms to register with the SEC as an investment advisor. During Bob’s fourteen years with PwC, including eleven as a partner, he held a number of leadership positions in its high net worth advisory practice, and also served as National Director of its Asset Management practice.
In 1999, Bob left PwC to open the Los Angeles office of myCFO, where he initially served as Managing Director of that office, and later was responsible for the build-out of its overall Family Office Services platform. In 2002, Bob and other senior advisors in myCFO’s LA team became founding principals of Quintile Wealth Management, the immediate predecessor firm to Aspiriant.
Active in professional organizations throughout his career, Bob is a current member of the California State Bar, and a past chairman and member of the California State CPA Society’s Personal Financial Planning Committee.