Bob is a Senior Vice President and Wealth Advisor at Farther, with over 20 years of experience in the investment and wealth management industry. Using a family office approach, Bob works with affluent families to design plans that nurture and preserve their wealth.
His key areas of focus are investment management, tax minimization strategies, estate planning, and risk control for corporate executives and entrepreneurs. Prior to joining the Farther team, Bob worked for Merrill Lynch, J.P. Morgan Private Bank, and independent RIAs. He received his B.S. from Boston College and is a CFA charter holder.
Bob currently lives in Cranford, NJ with his wife Jessica and three children. He spends his free time volunteering for local non-profits, traveling with family, golfing, and coaching youth basketball.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
