Professional consulting for institutions

• IA
• MN
• ND
• TX
• WI

Bob has dedicated his 30 year career to advising institutional clients of varying size and nature. Bob has established himself and his team as a valuable resource to public entities, non-profits, and credit unions. In 2003, Bob along with partner Ned Sorley joined UBS to better address the unique needs of this marketplace.

Bob received his B.A. in Business Administration with a Concentration in Finance and  Marketing, from the College of St. Thomas.  For over 25 years, Bob has been an active Board Member of True Friends, formerly Camp Friendship and Camp Courage, a Non-profit dedicated to providing year round support to persons with physical and developmental disabilities.  Away from the office, Bob has actively coached his four children in hockey, football and baseball, and he currently resides in Golden Valley.

General Securities Representative Examination-Series 7, Uniform Securities Agent State Law Examination-Series 63, Uniform Investment Adviser Law Examination-Series 65

• UBS Wealth Management Director’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• College of St. Thomas, B.A. in Business Administration

• IA
• MN
• ND
• TX
• WI

• University of Minnesota - Carlson School of Management, B.S. in Finance