Bob has been a Director of Institutional Sales at Ancora Advisors, LLC, since 2009. He is responsible for marketing and client service for Institutional Plan Sponsors and Consultants. Bob is a Registered Representative holding a Series 7, 63, 79 and 24 (General Securities Principal).
Prior to joining Ancora, Bob spent eight years as a Managing Director at Cazenave & Co., Inc., a minority broker/dealer located in San Francisco, California, where he was responsible for marketing and client service. From 1998 to 2001, Bob was a Senior Vice President at American Express Asset Management, Minneapolis and London, where he covered Public and Taft-Hartley Funds for marketing and client service. Bob began his investment career with Pacific American Securities, a female-owned and -managed firm founded by Norma Jaeger. He also served fifteen years, with distinction, as a patrolman for the San Francisco Police Department.
Bob is a four-decade member of The Olympic Club in San Francisco where he is active in golf and fitness programs. He has served as a trustee on The Olympic Club’s investment committee which oversees the retirement benefit of the club’s employees. Bob has also represented the club as a National Champion in Handball.