2017 National Spring Conference Speaker
Bob joined Pomona Capital in 2017 and is the Head of Business Development for the Pomona Investment Fund. Holding senior positions in sales and product management, he has 30 years of experience in wealth management, alternative investments and asset management. Prior to joining Pomona, Bob was Head of Wealth Management for GBI, a precious metals offering for advisors and their clients and Head of Private Investments for the World Gold Council. Before that, he ran retail distribution for Credit Suisse Asset Management, and was a Managing Director at Merrill Lynch, where he was the Global Head of Distribution and Marketing for the firm’s Alternative Investments Group. During his 20 years at Merrill Lynch, Bob also served as the National Sales Manager for financial planning and was the National Marketing Manager for Merrill Lynch Asset Management. Bob earned his MBA from the Carroll School of Management at Boston College and has a BA from Clark University.