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As Managing Principal & Regional Director with Pendleton Square Trust Company, Bob has business development and relationship management responsibilities for clients in the Greater Atlanta area and other parts of Georgia. In that capacity, he works with families, their professional advisors and other members of the Pendleton Square team in selecting, developing and implementing fiduciary services designed to meet family needs and objectives.
Before joining Pendleton Square, Bob served in leadership roles in several Atlanta area investment and wealth management firms where he and his teams worked collaboratively with individuals, families and business owners to help them achieve their financial goals and build their legacies. Prior to transitioning to a career in investment and wealth management, he served as Vice President, Division of Institutional Advancement, at Emory University, and was a partner in the law firm of King & Spalding where his law practice of 20 years involved nationally- and internationally-based experience in commercial real estate and capital transactions (including public and private debt and equity financings), corporate law, and related practice areas.
Bob is a four-time graduate of Emory University, holding an Associate of Arts degree from Emory’s Oxford College, a Bachelor of Arts degree with honors in developmental psychology from Emory College of Arts & Sciences, an MBA (concentration in corporate finance) from Emory’s Goizueta Business School, and a Juris Doctor degree from Emory Law School. In addition to serving Emory and other Atlanta area non-profit organizations in a wide array of volunteer roles, he is a member of the CFA Institute and the CFA Society Atlanta.