Urban Intersect Consulting
First Name:
Last Name:
financial consultancy
Business Website Address:
Business Phone Number:
Business Fax:
Business Description:

Having retired as Managing Director and Head of Wealth Advisory Solutions after eighteen years at Morgan Stanley and its predecessor firms, Smith Barney and Citi Smith Barney, Bob now serves as President of his own consulting firm. Intersect Consulting LLC advises financial services firms and financial advisors as well as non-profit boards, executive and philanthropists, focusing on exploring the points where lines of thought cut across one another as well as spaces where disciplines meet and overlap. For wealth managers, those points and spaces involve the intersection of relational arts and behavioral finance with traditional aspects of investment management and legacy planning. In philanthropy, Intersect focuses on the connections among fundraising, especially major and planned gifts, governance and strategic planning.

North America
United States
You are not currently logged in. Please login or register first. When registering, you will receive an activation email. Be sure to check your spam if you don't see it in your email within 60 minutes.

Photo Gallery

Leave a Comment

You must be logged in to post a comment.