Bob is an investment adviser representative and the firm’s Chief Compliance Officer where he is responsible for working with leadership in administering the compliance and supervisory policies and procedures of our investment advisory firm. He also serves on the firm’s investment committee to develop and maintain the investment philosophy and recommendations for Conrad Siegel’s Investment services.
In his 34 years at the firm, Bob has worn many hats as chair of our defined contribution line of business and IT committee. He has also previously served on Conrad Siegel’s investment advisory, human resources, and compliance committees, and a member of the firm’s initial management committee. Bob has been a consultant over all lines of the firm’s business over the years. As a consulting actuary he developed special consulting expertise in the defined contribution plan area, particularly in daily valuation of 401(k) plans with particular proficiency in consulting and administrative services for profit sharing plans, 401(k) plans, and ESOPs.