Bob joined Clearstead in 2023. As a Senior Compliance Associate in the firm’s administration group, Bob is responsible for ensuring Clearstead and its employees comply with the various laws and regulatory requirements that govern our profession and internal policies we have adopted. 

Bob has over fifteen years of experience in the financial services industry. He previously worked as a Director within MAI Capital Management’s client accounting business. He currently serves as a member of the Cuyahoga County Bluecoats and as a mentor through College Now Greater Cleveland. Bob holds a Master of Business Administration from Cleveland State University, and a Bachelor of Science from Bowling Green State University.