About

Bob is a Managing Director in the Wealth Management Group at Jefferies LLC. He is also one of the Founding Partners of the Jefferies Israel practice that was started in 2012. He has broad international cross-border experience in Wealth Management. Bob has over three decades of experience working with high-net-worth individuals, corporations, and venture capitalists worldwide.  His relationships in the biotechnology, technology, real estate, and financial technology sectors are extensive.  He also has considerable experience working with private equity, restricted stock sales, and monetization strategies.  Bob was a Director in the Private Banking Group of Credit Suisse USA for twelve years before he joined Jefferies in 2012.  Prior to that, he was a Director in Private Client Services at SG Cowen.  Bob also served as the Director of Sales for Scandinavia at Oppenheimer and Company.  He began his career at Donaldson, Lufkin and Jenrette. Bob received a B.A. from Lafayette College in 1976 and a Master of International Affairs/Economics from George Washington University in 1978.