Bob joined SS&H Financial Advisors, Inc. in 1992, becoming a minority owner in 1999.
Bob earned a Masters of Business Administration from Wayne State University with a dual concentration in Finance and International Business. He earned his Bachelor of Arts degree in Economics with a minor in Finance from Oakland University, of Rochester Hills, Michigan.
Bob began his financial career at Security Bank & Trust. While there he was responsible for daily customer interaction as well as branch management issues, spanning over three regions and encompassing 18 branches. Transferring to the Commercial Loan Department, he became a Senior Analyst where his duties included detailed financial analysis of potential clients as well as preparation for weekly senior management review committees.
Currently Bob is responsible for portfolio management, equity research and compliance. Bob co-authors the company's quarterly newsletter as well as the Market Commentary. Portfolio management is his primary function with particular attention to implementation of investment programs. Bob is the Chief Compliance Officer as well as a principal of SS&H Financial Advisors, Inc. Bob has always enjoyed the personal aspect of investment management. "Getting to know our clients and interacting with colleagues is the most rewarding part of being at SS&H."
Bob is a member of the Investment Management Consultants Association. Bob is registered in the state of Michigan as an Investment Advisor Representative.