Urban Intersect Consulting

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.