Chief Financial Officer
Bob oversees the firm’s accounting, financial reporting, human resources and compliance functions. As the registered FINOP, Bob administers the firm’s policies and ensures compliance with all regulatory authorities.
Bob has almost 10 years of experience in the financial services and technology industries. He has overseen both equity investment and lending transactions, while managing financial reporting, benefits and HR administration. He also obtained his Series 27 license as a Financial and Operations Principal and maintains this active registration through FINRA.
Bob’s prior experience includes working as a contracted accountant for businesses spanning multiple industries including finance, technology, manufacturing, and not-for-profit. Bob received his bachelor’s degree in accounting from the Farmer School of Business at Miami University.
