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 Best Part of My Job
Bob co-founded Cornerstone Advisors in 1984. As CEO and Chairman of the Board, his vision was to build a company that equipped clients to make great financial decisions for their lives. Bob serves as a senior advisor to Cornerstone Client Managers and their clients who face complex financial issues. These projects include inter-generational wealth transfer, wealth diversification, complex business negotiations and marital dissolution. Bob enjoys helping individuals and families make wise financial decisions to enable them to feel more secure in life.
Three Words That Best Describe Me
| • | Driven |
| • | Passionate |
| • | Engaging |
My Clients Include
| • | Wealthy individuals and families with complex financial needs |
Practice Emphasis
| • | The design of customized portfolios |
| • | Senior-level counsel on wealth transfer strategies |
| • | Wealth diversification |
| • | Complex business negotiations |
Ongoing Results
| • | Developed a strategic plan for Cornerstone Advisors which has led to strong organic growth, increased profitability, and recognition by clients, employees, peers and the business community for organizational excellence |
| • | Created ChoiceBuilder™ a patent-protected client reporting tool designed to communicate the long-term effects of current financial decisions and demonstrate how to build and manage investment portfolios |
| • | Presented expert testimony to Superior Court resulting in successful judgment of assets in favor of our newly-divorced client |
Education
| • | University of Pittsburgh, BA |
Professional and Community Activities
| • | Cornerstone Advisors Board of Directors |
| • | Cornerstone Advisors Executive Management Team |
| • | Cornerstone Advisors Investment Policy Committee |
| • | Shareholder of Cornerstone Advisors |
| • | Bob was recognized as a FIVE STAR Weath Manager Best in Client Satisfaction in 2010, an annual honor bestowed upon select Seattle wealth managers. |
Where To Find Bob When He Is Not At Work
Bob enjoys traveling, boating with family and friends and taking photographs along the way. He also enjoys reading and always has a stack of books close at hand.
The Cornerstones of Bob's Life: His faith, family and friends.
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