Bobby joined the team through the acquisition of ACG Wealth Management, where he worked for 16 years and served as Chief Investment Officer after transitioning from his role as director of research and senior portfolio manager.
As an advisor, he is driven by the gratification that comes with being able to translate his passion for analysis into sound investment strategies that deliver peace of mind to clients. He is devoted to understanding each person’s unique financial goals and aspirations and firmly believes in the importance of trust as the foundation of each client relationship.
Bobby earned a bachelor’s degree in kinesiology and sports management from James Madison University and holds the Chartered Financial Analyst®, Certified Financial Planner™, and Chartered Alternative Investment Analyst® designations.
Outside of the office, Bobby can be found spending time with his family, golfing, and cheering on the Buffalo Bills and JMU Dukes. As a former Division 1 athlete who played football at James Madison University, he loves sports and continues to stay active, especially with his son who is also a sports fanatic.
“I enjoy digging into financial strategies and following the markets and economy. I am fortunate that I get to have first-hand experience working with clients and implementing an investment strategy that meets a client’s needs. While I believe I am an analyst at heart, I get the most pleasure out of seeing a strategy put in place to provide peace of mind and comfort to the client.”
Previous Experience
- Chief Investment Officer at ACG Wealth Management
- Director of Research and Senior Portfolio Manager at ACG Wealth Management
- Portfolio Manager at ACG Wealth Management
- Financial Services Advisor at First Market Bank
Education & Credentials
- BS, James Madison University, Kinesiology and Sports Management
- Chartered Financial Analyst® (CFA®)
- Certified Financial Planner™ (CFP®)
- Chartered Alternative Investment Analyst® (CAIA®)
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
