Experience

Bob is a director in Citrin Cooperman’s Business Management and Family Office Practice with over 23 years of experience.

Bob has an extensive background in serving multigenerational high net worth clients. He also provides a wide variety of advisory services, such as estate planning, investment advice, income tax planning, cash management, and bill paying.

Bob was previously a director in the Family Office Services Practice at Berdon LLP, which joined Citrin Cooperman in 2023. Prior to Berdon LLP, he worked for SF Capital Group LLC, a multigenerational family office, as Chief Financial Officer.