Bob has over 25 years’ experience in the financial services and asset management industries. He has served in numerous executive and investment management roles at Fidelity Investments in addition to time spent as a strategy consultant in the Asset Management/FIG practice of McKinsey & Company. As the Global Head of Research and Mutual Funds at Thomson Reuters, Bob oversees the global collective fund business propositions and investment research functions. Bob also serves on the Investment Committee of Thomson Reuters, overseeing the firm’s global defined benefit and defined contribution retirement plans.
Bob earned an MBA in Finance and Entrepreneurial Management from the Wharton School, University of Pennsylvania. Over his career he has held FINRA Series 4, 7, 8, 9/10, 24 and 63 General Securities licenses, and has served as a general securities principal and as a senior registered options principal. In addition to numerous speaking events and financial media appearances, he has authored several white papers on topics such as retirement investing, investment policy and portfolio manager selection.