Bobby is a Wealth Planner at the firm. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Prior to joining the firm in 2021, Bobby was a member of the US Rowing National Team Training Center. He competed both domestically and internationally, representing the United States in world championships at the Senior and U23 levels. While part of the Training Center, Bobby also worked as a Research Associate in the United States Office of the Commonwealth Scientific and Industrial Research Organization (CSIRO) – Australia’s national science research agency. There, he conducted business development and market research for CSIRO, focusing on opportunities in the United States.

Bobby graduated from Dartmouth College in 2016 with a Bachelor’s Degree in Classical Language and Literature. While there, he was a member of the Dartmouth Men’s Heavyweight Rowing Team, serving as a co-captain his senior year.

Bobby currently lives in Newton, MA. He enjoys playing golf, skiing, and spending time with family and friends.