PlanAssist Program Manager - Strategic Retirement Solutions
Bob joined Commonwealth in August 2021 as the program manager for PlanAssist Investment Management, Commonwealth’s 3(38) fiduciary service for direct-held retirement plans. In this role, Bob oversees most aspects of PlanAssist, including consulting, administration, marketing, and program development. Before joining Commonwealth, Bob worked at The Standard, E*Trade, and SAVVI Financial. He earned his BS in finance from the University of North Carolina and his MS in finance from the University of Baltimore. He currently holds his FINRA Series 7, 63, and 65 securities registration. Bob enjoys hiking, snowshoeing, and spending time with his family.