As an Executive Partner to the Financial Technology & Services vertical, Bob works with the investment team to source and diligence deals in Identified Sector Opportunities (ISOs), including Wealth Management, Wealth Technology, and Insurance Technology & Services. He also collaborates with both the Strategic Resource Group and portfolio management teams to develop Value Creation Plans and advise leadership on key strategic and operating decisions. He has over 25 years of experience, specializing in strategic and operational experience within the wealth management sector.

Before partnering with the THL team, Bob was the Chairman and CEO of Hightower Advisors, one of the largest RIA’s in the U.S. He previously served as CEO at HD Vest, EVP and Head of the RIA Segment at Fidelity and held various leadership roles at LPL Financial and Charles Schwab. Passionate about giving back, Bob is active in the community particularly in areas of mental health and financial literacy/education; he is the Chairman of the board of the Mental Health Association of Greater Chicago, a previous board member of EEqual (providing advocacy and support to students experiencing homelessness), and an active mentor at his alma mater, Central Michigan University where he sponsors a student managed multi-asset investment portfolio and is on the board of the College of Business Administration.  He is also a Fellow at the University of Chicago.