Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family, providing tailored support with discretion and foresight.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

Bob is a Managing Director at Pathstone’s Philadelphia metro area office, overseeing a team that provides investment supervisory services to its advisory clients.

Previously, Bob was a partner and investment team leader at Veritable, LP since 1993 and served on their Investment Committee.

He has a strong background in both accounting and commercial real estate from his time with Price Waterhouse and The Terramics Property Company, which make him a sage business advisor to his clients.

He graduated from Temple University with a BS in Business Administration.

Bob and his wife Suzanne lead by example – balancing family, professional careers, and their strong sense of community. They have traveled all over the world with their children and enjoy their summer home on Maryland’s eastern shore with family and friends.

GROUPS

Advisory Services

Investment Research


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