Bobby’s passion for finance, education, and being of service to others found a perfect home when he joined Cambium Group in 2019, where he brings his over 15 years of finance industry-related experience. After graduating from the University of Connecticut in 2006, he started at UBS in a Sales and Trading position, where he was responsible for making markets and managing risk across multi-billion-dollar portfolios through the global financial crisis. In 2009, he joined Bloomberg and built a career across varied analyst, sales, and product development roles. In 2018 he started to explore how he might use his depth of knowledge, passion for education, and deep desire to help others navigate the complexities of personal finance. Through conversations with mentors and friends, he was introduced to Cambium Group, where he found a like-minded team with similar passions to serve others in personal and business financial planning and risk mitigation.
He lives in Stamford, CT, with his wife, two children, and their dog. They are active in their community through youth sports, seasonal outdoor adventures, and volunteering at their church.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4064081.