Bob is the founder and Managing Director of Oswego Private Wealth Management. Throughout his career in the wealth management industry, Bob has been committed to building talented teams to assist business owners and high-net-worth individuals and families in the planning and management of their affairs.
Bob is particularly passionate about working with business owners as he has deep entrepreneurial roots that stretch back to his parents, who immigrated to the United States from Latvia in the early 1950s.
His father took a job pushing a broom in a warehouse and went to school at night, eventually working his way up to General Manager of the company. After the company was acquired, Bob’s father went on to start his own venture; Buckeye Business Associates which sold restaurants and bars. He ran it successfully until he retired. Bob’s mother, meanwhile, worked as an Avon lady for over 60 years.
Despite all their accomplishments, Bob’s parents did not have strong financial advice. His father did not have a succession plan, so when he retired, he simply closed his business. Today, Bob provides meaningful wealth management to business owners to help them make smart decisions with their money, and provide the kind of advice he wishes his dad had.
Prior to founding Oswego Private Wealth Management, Bob was a Senior Vice President at Merrill Lynch as well as PaineWebber/UBS, President of Paradigm Capital Group, and CEO of M Securities. His insight and experience have led him to serve on the Boards of Guide Dogs for the Blind, Oregon Symphony, George Fox Business School and the Lake Oswego Chamber of Commerce.
Bob’s education includes Miami University of Ohio, University of Pennsylvania’s Wharton School of Business and The Buckley School in Camden, South Carolina.
When not leading his business team during the week, Bob thoroughly enjoys life with his wife, Michele, and spending time with his four children and four grandchildren. On weekends you can find him on the tennis or squash court and occasionally struggling on the golf course.