Bob is Managing Director of Portfolio Management. He reports directly to the Chief Investment Officer. His responsibilities include portfolio construction, portfolio analysis, portfolio rebalancing, security selection, as well as developing, and implementing fixed income portfolio strategies.
Bob brings more than 25 years of broad institutional fixed income market expertise. Prior to joining Northern Capital, he was Director and Head of Trading at Bank of America Global Capital Management (BACM) where he managed a team of fixed income traders responsible for executing trades for BACM’s institutional clients.
Before joining BACM, he directed and supervised a team of Portfolio Managers at State Street Global Advisors that were responsible for managing fixed income portfolios on behalf of State Street Global Advisors’ institutional clients.
Bob received his Bachelor’s degree in Finance & Economics from Babson College in Wellesley, Massachusetts and his Master’s degree in Finance from Bentley College in Waltham, Massachusetts. Bob is a CFA charterholder and holds the Certified Financial Planner™ designation.
Registrations & Qualifications
FINRA (SIE) Securities Industry Essentials Examination
FINRA Series 7 General Securities Representative
FINRA Series 63 Uniform Securities Agent State Law Examination
Chartered Financial Analyst (CFA)
Certified Financial Planner™ CFP)
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