- Senior Vice President and Market Trust Director, Bank of America Private Bank
- 2024 D.B.A. Graduate
Biography
Bob serves as Senior Vice President, Market Trust Director, at Bank of America Private Bank. Bob has held several leadership positions over the 17 years at Bank of America. Bob served as Philanthropic Team Leader, co-founder of the Intergenerational Employee Network Rhode Island and Chairman of Bank of America Rhode Island Community Volunteer Network.
Bob is a practitioner-scholar and remains active with many professional organizations. Bob is currently a University of Rhode Island Doctor of Business Administration candidate and has completed graduate work at Harvard University, Bryant University and University of Connecticut. His area of interest to study are retirement and wellbeing.
Bob holds the CFP® and CTFA professional designations. Bob is a member of the Estate Planning Council of RI, Financial Planning Association of RI, CFA Society Providence, and the American Bankers Association.
Bob is an active volunteer with several local charities and an avid golfer.
Research
Residents of the United States Retirement Preparedness and Public Policy