Bob joined Peak Asset Management in October, 2015. Prior to joining Peak, Bob served as President of Ace Investing Services, Inc., which he founded in March 2000. He has more than 36 years of financial and investment management experience. He began his investment experience in 1994 while working for the Center for Responsible Investing through 1997. During that time he worked as an Investment Advisor and Office Manager. His business background began in 1978 when he worked in finance for various businesses and nonprofits including Controller of the Northeast Cooperatives from 1988 to 1990 and OmegaTech from 1998 to 2002.
- Associates Degree in Horticulture from the Stockbridge School of Agriculture
- Bachelor in Accounting from the University Of Massachusetts
Certifications & Achievements
- Certified Financial Planner™ (CFP®), 2004
Interests & Philanthropy
- Avid reader and cyclist