Chair, Board of Directors
With more than 30 years of investment, analytical and financial management experience, Robert serves as a portfolio manager at Woodstock Corporation for individuals and families in addition to having investment research responsibilities.
Prior to Woodstock, Robert was an owner, vice president, and portfolio manager with Howland Capital Management LLC, where he analyzed the international sector, and consumer, financial, industrial, and technology companies. He previously served as a portfolio manager and analyst with Fidelity Investments, an analyst with Venture Economics, controller/acting CFO with Workgroup Technology, finance and accounting manager with MathSoft, Inc., and as an audit/tax professional with Bernard F. Ryan Co., CPAs.
Robert earned a BS from the University of New Hampshire and an MBA from the F.W. Olin Graduate School of Business at Babson College. He holds the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Certified Trust and Financial Advisor (CTFA) designations. He is a member of the CFA Society Boston, the CFA Institute, and the Boston Estate Planning Council. In addition to serving as chair of the board for Helping Hands: Monkey Helpers, he sits on the board of trustees for the Carroll Center for the Blind.