Bob oversees all back-office support functions at Kovitz, including portfolio accounting reconciliation, performance reporting, and client billing. He also identifies process improvements, evaluates technology solutions, and leads firm projects.
Prior to joining Kovitz in 2021, Bob worked at Gresham Partners and Northern Trust, bringing with him extensive experience in financial services operations. Bob earned a Bachelor in Arts from the University of Illinois at Urbana-Champaign. Outside of the office, Bob enjoys running and bicycling.