Bob joined SouthBridge in November 2020 as an Intern.
Prior to joining Southbridge, he worked as an Analyst with Brean Strategic Advisors in New York.
He spent most of his time at Brean working on mortgage servicing rights and loan portfolio analysis for some of the biggest banks in America such as Bank of America, UBS and HSBC.
Prior to this, Bob started his finance career at Oak Hill Advisors, a boutique investment firm known for managing distressed investments. At OHA, he was a part of the financial planning and analysis department overseeing accounts for investment committees, projecting future expenses and reconciling internal financial records.
He graduated from Marist College with a B.A in both Finance and Entrepreneurship.
- Bachelor of Science, Business Administration
- Investment Fundraising
- Strategic Advisory
- Mortgage Risk Analysis