A seasoned professional, Bob served as CEO of North American Management Corp from 2008 - 2021. He brings deep capital markets, investment management, and institutional-level executive management experience to his role at Wealth Enhancement Group and enjoys working with clients on a variety of investment and trust-related matters.
Bob joined Wealth Enhancement Group through the merger of North American Management in 2021. Prior to joining North American Management, he was a founding member of Two funds of hedge funds, Holyoke Partners LLC and WST Partners. Before that, he held executive management positions at BankBoston and senior corporate positions at Lehman Brothers and Merrill Lynch. He is a trustee of the Massachusetts Eye and Ear Infirmary and of the Endowment of the YMCA of the North Shore, and a graduate of Harvard College.
When not in the office, he enjoys bicycling and spending time on boats around Boston’s North Shore, on Buzzard’s Bay and in Florida, and traveling with his wife and two (now grown) daughters.
The North American Management team serves clients at our Boston, MA office.
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