Robert “Bob” has served high net worth individuals and privately held companies throughout his 35-year career, mostly with the large wire houses such as Merrill Lynch and Morgan Stanley. Bob has since gone back to his roots with Alliance Global Partners, and Pinzker & Associates in Charlotte North Carolina, a regional firm with Syndicate and private equity offerings along with alternative investments.
Bob’s vast knowledge of financial planning and rules-based investing serves as the foundation to helping clients toward their goals. As a Managing Director, Bob focuses on customized wealth planning, as well as retirement and wealth management strategies for families and executives to aid in reaching their goals.
Bob is a native of Northeastern Ohio but has made Charlotte his home for the past 16 years. When not providing wealth management advice to clients, he enjoys the outdoors, cycling, golf and checking out the latest and greatest new restaurants around the State. Bob has 2 children and 3 grandchildren, who keep him busy as well.