Bob Lord

Bob Lord

Chief Operating Officer @Spire Investment Partners, Llc

Washington, DC, US
EMAILS
b•••••••@spireip.com
MOBILE NUMBERS
+17•••••••78

Signup · Get unlimited contacts

WORK HISTORY

Mar 2017 — Present

Chief Operating Officer @Spire Investment Partners, Llc

View department →

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 ResourcesInvestmentsAlternative InvestmentsStrategyConstant ContactFinancial PlanningFinancial ModelingPortfolio ManagementMicrosoft ExcelStrategic Financial PlanningEquitiesDue DiligenceInvestor RelationsPrivate EquityAsset ManagementLeadershipFinancial AnalysisConcur Expense ReportingOperations ManagementManagementAdvent Portfolio ManagementRisk ManagementPrivate CapitalSalesforce AdministratorFinanceHedge FundsFixed IncomeFinancial ReportingMicrosoft Office

ABOUT BOB LORD

Accomplished financial services professional with 20 years of experience in the industry…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.