Seventeen years in personal trust has given Bob intimate knowledge and expertise across the breadth of trust planning, administration and investing. He is an active participant in designing and implementing strategies to address the full scope of family and business issues around estate planning, tax considerations, and the facilitation of wealth transfer from one generation to the next.

Bob is an academic at heart and employs a professorial approach to his business and client relationships.  A History major with degrees from Emory University, University of Georgia and Rice University, Bob started in the business with Merrill Lynch, was a Trust Officer with SunTrust for seventeen years before launching his own RIA and ultimately merging into Atticus Wealth in 2018.

Bob and his wife Iris live in Atlanta, which is also home to their adult son Brendan.  Bob is a faithful and active member of his parish and a volunteer for Meals on Wheels.