Bob serves as a Director of Investments at MAZAKALI. In this role, Bob is responsible for assisting wealth managers and investors with investment opportunities in the cannabis and plant-based medicine space.
Bob joined the cannabis industry based on the belief that cannabis will impact nearly every sector of the economy after experiencing the positive effects of cannabis in his personal life. This belief, combined with more than 25 years of experience in the financial services industry, compelled Bob to seek opportunities to meaningfully contribute to the development of this emerging market.
During his financial career, Bob has worked closely with retail and institutional asset managers, broker dealers and financial advisors to digitize and expand their national sales distribution networks, build AUM and provide an integrated client experience. This includes several years with wealth advisor Beaumont Capital Management as the firm’s Director of National Sales and a decade with registered investment advisor FundQuest where he grew the sales distribution network for its fee-based turnkey asset management platform (TAMP) to $11Billion AUM. Bob’s experience working across a range of investment management offerings and asset classes – including separately managed accounts (SMAs), ETFs and alternative assets – provides him a distinct breadth and depth of knowledge for his role with MAZAKALI.
Bob holds an MBA from Babson College and a BA from St .Lawrence University, and currently resides in Southern New England where he enjoys an active lifestyle of skiing, boating and the great outdoors.