Bob is a seasoned fintech entrepreneur and wealth technology executive. He has more than 30 years of experience building and leading data and technology firms that serve ultra-high-net-worth families, advisors, and wealth platforms, including his role as CEO of Private Client Resources.
His work focuses on product strategy, pricing models, and the future of data aggregation and reporting for wealth management.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
