Bob Lord
- Role
- Chief Operating Officer at Spire Investment Partners, Llc
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Bob Lord
Accomplished financial services professional with 20 years of experience in the industry…
Experience
Chief Operating Officer
Spire Investment Partners, Llc
Mar 2017 — Present
As Chief Operating Officer of Spire Investment Partners, my responsibilities revolve around one thing: helping advisors balance growing their firm with the ability to support that growth. Spire intends to be investors in independent advisors seeking to smoothly and smartly transition from a wirehouse or other independent RIA. Spire will provide those advisors with proven transition services, value-added technology, operational and compliance support, access to organic and inorganic growth opportunities, as well as succession planning services in order to allow our advisors to focus on their most important asset, their clients. I am a fan of Washington DC sports teams and also enjoys attending Broadway musicals with his family.
Skills
- Human Resources
- Investments
- Alternative Investments
- Strategy
- Constant Contact
- Financial Planning
- Financial Modeling
- Portfolio Management
- Microsoft Excel
- Strategic Financial Planning
- Equities
- Due Diligence
- Investor Relations
- Private Equity
- Asset Management
- Leadership
- Financial Analysis
- Concur Expense Reporting
- Operations Management
- Management
- Advent Portfolio Management
- Risk Management
- Private Capital
- Salesforce Administrator
- Finance
- Hedge Funds
- Fixed Income
- Financial Reporting
- Microsoft Office
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