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National speaker on retirement income planning topics.
Helping professional & self-directed investors make better investment & wealth management decisions.
Seasoned practitioner: 30 y in Wealth Mgmt | Asset Mgmt | Insurance | Consulting | Search
Presentations based on rigorous studies, delivered in jargon-free language leavened by humor
I explore markets & investing in the context of history, politics, game theory and philosophy.
To learn from my practical research ideas on ESG investing and Responsible/Impact investing
13+ years of experience as an investment manager and researcher esp. focusing on emerging markets
"Bobby has been an outstanding panelist, speaker, and connector for all members of our network!"
Weekly policy expert and market commentator on Fox Business, CNN, Bloomberg, CNBC, Cheddar, Yahoo.
CFA. Trainer. Mentor. Columnist. Podcaster. Mountaineer. Talks on leadership, skill gaps, careers.