In his role leading the private investments team, Bob oversees our private investment portfolios for high- net-worth and ultra-high-net-worth clients. Prior to joining Mercer Advisors in 2022, Bob co-founded Regis Management Company, LLC, a multi-family office for a select group of private investors in Silicon Valley. Previously, Bob worked at Industrial Growth Partners, a middle market private equity firm. Bob also worked in investment banking for Alex. Brown & Sons, Inc. and private debt financing for Manufacturers Hanover. He received an A.B. from Stanford University and an MBA from the Wharton School at the University of Pennsylvania. Bob also serves on the investment committee of the Skoll Foundation.
Menlo Park
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