Bobby joined Crestwood in 2023 and serves as a Portfolio Manager and Director. Bobby draws on over 18 years of experience in the private wealth and investment management industries to help clients build portfolios tailored to their unique financial goals and navigate financial markets by applying a disciplined and systematic approach to portfolio management.
Prior to joining Crestwood, Bobby was a Portfolio Manager at Jordan Park and a Portfolio Manager at Bank of America Private Bank, where he focused on Fixed Income portfolios. Bobby holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Stamford. He earned a BA in Finance from Lehigh University and an MBA from Vanderbilt University.
Bobby resides in New Canaan, CT with his wife and three energetic sons. He enjoys playing golf, coaching baseball, and doing yardwork.