Bob has earned certifications from the Institute for Management Accounting (IMA) in Management Accounting (CMA) and Financial Management (CFM) and is a Certified Financial Planner (CFP) from the CFP Board of Standards, Inc. He holds a B.S degree in Operations Research engineering and an MBA, majoring in Finance, both from New York University. He has been/is an active member with the Financial Executives Institute (FEI), Financial/Senior Executives Networking Groups (FENG/SENG) and the Financial Planning Association (FPA). He’s also served as Chief Financial Officer for Congregation Beth Elohim, a non-profit religious institution in Acton, MA.
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