Bob Jenkins

Chief Financial Officer

Bob Jenkins oversees the firm’s accounting, financial reporting, human resources and compliance functions.  He also leads the firm’s Risk Compliance Program and manages all legal and compliance resources.   

Bob has over 13 years of experience in financial services and technology.  He has overseen multiple equity investment and lending transactions, continues to lead annual engagements with tax and financial audit partners, and manages the firm’s compliance department and regulatory reporting.  He holds a Series 27 license as a Financial and Operations Principal. 

Bob previously worked as a contracted accountant for businesses in finance, technology, manufacturing, and not-for-profit.  He holds a Bachelor of Business Administration in Accounting from the Farmer School of Business at Miami University. 

Bob Jenkins

Chief Financial Officer

Bob Jenkins

Chief Financial Officer

Bob Jenkins oversees the firm’s accounting, financial reporting, human resources and compliance functions.  He also leads the firm’s Risk Compliance Program and manages all legal and compliance resources.

Bob has over 13 years of experience in financial services and technology.  He has overseen multiple equity investment and lending transactions, continues to lead annual engagements with tax and financial audit partners, and manages the firm’s compliance department and regulatory reporting. He holds a Series 27 license as a Financial and Operations Principal.

Bob previously worked as a contracted accountant for businesses in finance, technology, manufacturing, and not-for-profit.  He holds a Bachelor of Business Administration in Accounting from the Farmer School of Business at Miami University.