Bob is the Managing Director of the Carnegie Investment Counsel Cincinnati office. As a Fee-Only financial planner and member of the National Association of Personal Financial Advisors (NAPFA), he focuses on the unique financial planning and wealth management needs of his clients and their families. As a Certified Divorce Financial Analyst™, Bob has developed a specialty in helping clients before, during, and after divorce.
After beginning his career as a Certified Public Accountant at the Cincinnati office of Ernst & Young, he was an executive officer of Fifth Third Bank in the areas of audit, credit risk, mergers/acquisitions, and enterprise risk management. With his professional experience, Bob brings a depth of understanding to a wide range of financial topics for both individuals and businesses.
In addition to his professional licenses, Bob holds both an undergraduate degree from the University of Notre Dame (BBA – Accountancy) and a Masters in Business Administration from Xavier University. Community involvement includes serving on the Board of the Osher Life Long Learning Institute at the University of Cincinnati and the Finance Committee of GLAD House.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.
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