Bobby joined Legacy Financial Services in 2023 and has more than 13 years of experience in the investment management industry. Bobby joined Legacy Financial Services from Morgan Stanley where he worked as a Portfolio Manager developing solutions for multi-generational families, businesses, and institutions. Prior to Morgan Stanley, Bobby began his career in Boston, MA and held positions with Raymond James & Associates, UBS, and State Street Global Advisors. In addition to his focus on portfolio and investment management, Bobby works with clients to design and implement complex financial and estate plans to help his clients achieve their goals. Bobby’s proudest accomplishment is his deep relationships with his clients and their families, he loves being a trusted advisor and serving the needs of his clients.
Bobby lives in South Burlington, Vermont with his wife Hannah and their three boys. He is active in the community serving as Chair Emeritus on the Board of Directors for Special Olympics Vermont as well as the Board of Directors of the St. Lawrence University Hockey Alumni Association in addition to numerous committees for other nonprofit organizations throughout Vermont.
Bobby earned his bachelor’s degree from St. Lawrence University and attended University of Rochester’s Simon Business School for his MBA. In addition to extensive fiduciary training as a Portfolio Manager Bobby holds the FINRA Series 7, 63, and 66 securities registrations as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network. When not in the office Bobby can be found enjoying the great outdoors with his family, either on the water of Lake Champlain or downhill skiing the sides of the green mountains.