Bob joined Meridian in 2017, with 23 years’ experience as a senior portfolio manager at Sterling Financial Group, a portfolio manager at PNC Bank and a financial advisor with American Express. His focus includes working with high net worth families and clients on their investment strategies.
Bob earned a bachelor’s degree in applied science in communication and journalism and a bachelor’s in business administration with a concentration in finance and accounting; both from the University of Louisville. He also earned an MBA from Bellarmine University.
Bob resides in Louisville with his wife, Laura, and their three adult children. Outside of work, he can be found working in his yard, enjoying spending time with his puppy dogs, playing tennis frequently, and a round of golf infrequently.