Bob serves as Managing Director of Mascoma Wealth Management. He joined Mascoma Bank in 2012. He brings over 35 years of investment and wealth management experience at both large and small firms in New England to his position at Mascoma Bank.
Bob earned his Bachelor of Arts degree from Bowdoin College in Brunswick, ME, and completed the Cannon Financial Institute’s Personal Trust and Graduate Trust programs. In 2002-2003 he completed the MIT Sloan School’s Executive Management program and the Wright Group Executive Leadership program. He previously held FINRA Series 7, 24, 28 and 53 securities licenses and currently holds a Series 65. He began his investment career at State Street Bank in Boston, and in 1985 joined Cape Cod Bank and Trust where for many years he served as Executive Vice President and Chief Investment Officer for CCBT Financial Companies before becoming part of TD Bank and serving as Executive Vice President in their U.S.A. Wealth Management group.
Bob has been a member of the Trust Committee of both the NH and VT Bankers Associations and is a past Chairman of the Massachusetts Bankers Trust & Investment Executive Committee. Bob is a member and past President of the Hanover, NH Rotary Club. Bob and his family live in Hopkinton, NH.