Bob is closely involved with the day to day operations at the firm. In addition, Bob has many years of portfolio management experience working with families and businesses since joining Inverness in 2003. Bob began his professional career with Deloitte & Touche in 1992. He joined Brockman, Coats, Gedelian & Co. in 1994 and was a Manager in the Business & Assurance Services department, responsible for management of audit, review, and compilation engagements.
Bob earned a Bachelor of Science degree in Accounting from The University of Akron and a Bachelor of Arts degree in Economics from Denison University. He currently maintains a CPA inactive designation. Bob is a FINRA licensed registered representative.