How I got here:
“Having established our initial investment advisory business in 1991, it’s become important to ensure what we’ve built since then will endure. Dedicated to applying the academic principles of investment management to individual and institutional clients, RJR Associates and Rockbridge Investment Management share a heritage and commitment to a common investment philosophy. While RJR will continue to serve the needs of institutional clients, Rockbridge focuses on helping individual clients achieve their personal financial goals.”
Favorite part of the job:
“I enjoy teaching. Rockbridge provides the opportunity to educate my associates to appreciate our craft and our clients to understand our approach to meeting their investment goals.”
Education:
PhD – Syracuse University
MBA – Cornell University
BSME – University of Vermont
Beneath the surface:
“Bob and his wife Linda enjoy spending time at their family retreat on Lake Champlain in Vermont. He also marvels at the insights on the human condition provided by John Prine and Henry David Thoreau.”
