As Chairman, Bob’s primary responsibilities include firm strategy, mentoring colleagues, advising a select number of clients and business development. Bob co-founded the firm in 1995 and served as CEO from its inception. Bob has authored and been the subject of numerous articles appearing in prominent publications including the Los Angeles Times, Crain’s Chicago Business and Pensions & Investments, and has taught courses on fiduciary responsibility and related subjects. He co-authored Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), Nonprofit Asset Management (John Wiley & Sons) and recently authored 50 Billion Reasons to Grow Your Practice (Honor) and co-hosts Nonprofit Investment Stewards, a podcast for nonprofit leaders.
Prior to co-founding Fiducient Advisors (DiMeo Schneider & Associates), Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group, where he chaired their 401(k) consulting effort. Bob obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor’s degree from Bradley University. Bob has mentored at and served on the board for Year Up Chicago and served as a board member for the Special Olympics Illinois Foundation. He is a trustee for the Associated Colleges of Illinois, and a Member of the Cardinal’s Council for Catholic Charities of Chicago, where he serves on the Investment/Finance Committee. Bob also serves as a director for the Geneva Lake Water Safety Patrol. Bob’s interests include music, exercise, golf, and boating…all the better with family and friends.
