A graduate of Fairfield University and Boston College Law School, Bob comes to Belpointe with over ten (10) years’ experience in wealth management and estate planning. Prior to joining Belpointe, he was with MetLife, Boston South Financial Group, and then Toftree Group, a wealth management and estate planning firm he founded to better service the needs of his individual clients.
Bob employs a consultative and collaborative approach which seeks to greatly enhance the client’s experience based upon the idea that wealth management and estate planning are processes which require a true partnership between the advisor and client to optimize results.
Bob is a licensed life, accident and health producer. He has passed his Series 6, 7, 63 and 65 securities examinations and is a graduate of Fairfield University and Boston College Law School. He has provided continuing education to CPAs and has spoken publicly on a variety of financial topics. Bob is also a member and fellow of the American Academy of Financial Management.