Bob currently is the Investment Officer at Utilities Employees Credit Union. In this position, Bob has responsibility for managing the Credit Union’s sizeable investment portfolio including decisions regarding security purchases and sales, developing investment strategy and monitoring portfolio performance. He also has responsibility for monitoring and projecting cash requirements and overall liquidity needs and the management of related depository and short-term investment balances. Additional responsibilities include asset/liability management analysis and reporting. He is a member of the Credit Union’s ALCO and Pricing Committee.

Bob holds over 30 years of experience in the financial industry and over 25 years in fixed income portfolio management, asset/liability management, funding management and related treasury functions. During his career he has served in various senior level functional and managerial roles with several financial institutions including Vice-President & Funding Manager for a major regional bank and as Senior Vice-President, Treasurer and Investment Officer at a large thrift institution. Bob is a graduate of Princeton University and received his MBA from the University of Pennsylvania’s Wharton School.