About
Bob has more than 35 years of experience in financial services and previously founded two independent financial advisory firms. Having spent most of his career as a portfolio manager, Bob works with high-net-worth individuals, family offices, and organizations to create tailored investment portfolios that reflect their unique financial goals and evolving needs.
Drawing on decades of market insight and a commitment to building long-term client relationships, Bob’s approach helps clients navigate complex financial decisions with confidence. Previously, Bob founded Kalman Kushnir Capital Inc., serving as a Principal and Portfolio Manager.
Education
- BA, Political Science, University of Wisconsin – Madison
- MBA, Finance and Economics, University of Chicago Booth School of Business
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation