Bob has over twenty-five years of experience serving ultra-affluent families. Prior to co-founding Quintile Wealth Management, Bob opened the Los Angeles office of myCFO where he was a Managing Director, responsible for aspects of the firm's Family Office Services group. Before joining myCFO, Bob spent eleven years as a partner with PricewaterhouseCoopers, LLP, advising clients in Los Angeles, and serving as National Director of the firm's Investment Advisory Services practice. Prior to being a partner with PricewaterhouseCoopers, Bob was Vice President at Bank of America where he provided comprehensive financial advisory services to business owners and senior executives of leading California companies. Bob is a frequent speaker at industry conferences, including the American Bar Association, California State CPA Society, and the University of Southern California Tax Institute. Bob is an attorney and member of the American and California Bar associations. He is also a past Chairman and member of the California State CPA Society's Personal Financial Planning Committee. |