Bob Lord
Chief Operating Officer @Spire Investment Partners, Llc
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WORK HISTORY
Chief Operating Officer @Spire Investment Partners, Llc
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
ABOUT BOB LORD
Accomplished financial services professional with 20 years of experience in the industry…
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