In his role as a Senior Advisor at Shift, Bob focuses on corporate reporting on human rights, the human dimensions of sustainable finance, assessing the “S” in companies’ ESG performance, and the interconnections between these areas that ultimately provide useful information and insights to investors. Bob also works with businesses and financial institutions on their implementation of the UN Guiding Principles on Business and Human Rights.

Before joining Shift, Bob worked extensively with asset owners and asset managers, in client-facing roles for several large asset management companies, as well as on the staff at CFA Institute, a global association of professional investors. At CFA Institute, Bob headed the Standards of Practice team, as well as the Global Capital Markets Policy group responsible for public policy advocacy from centers in Washington, Brussels, London and Hong Kong. Bob also headed the Global Private Wealth Management practice at CFA Institute. His investment governance experience includes service as chair of the CFA Institute 401-k investment committee, as well as on the investment committee overseeing CFA Institute’s $500 million strategic reserves portfolio.

Bob has served as Senior Advisor to The Investment Integration Project, an applied research and consultancy focused on systems-level investing. He is also a frequent speaker and writer on a range of investment issues, including ESG, fiduciary duty and emerging issues in wealth and asset management.

Bob earned a Bachelor’s degree in Political Science from George Washington University, a Master of Business Administration degree from the Johnson Graduate School of Management at Cornell University and a Master of Public Health degree from the University of Medicine and Dentistry of New Jersey. He is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). He also holds a Financial Risk Manager (FRM) designation and Sustainability and Climate Risk (SCR) certificate from the Global Association of Risk Managers. Bob is a United States national.