Chief Operating Officer
Prior to joining First Liberties Financial, Bob was recruited by the Financial Advisor to the Debtor Committee to be CEO and CFO of various non-debtor REFCO entities. Bob successfully transitioned worldwide customer accounts to a new broker-dealer, divested over $500 million of assets, and returned over $40 million of assets to REFCO’s creditors. Prior to that, Bob was the CIO of National Investment Managers, Inc., a publicly traded company providing pension and pension administration services. Bob spent twenty-five years at Lehman Brothers, Inc., where he served on Lehman’s executive committee and was Managing Director of Short Term Capital Markets and was a Managing Director of Investment Banking. Bob earned a B.S. in Economics from Queens College and holds the FINRA Series 7, 24, 63, 65, 79, and 99 licenses.