Biography

Bob is an Executive Advisor and formerly served as Chairman & CEO of The Kafafian Group prior to its acquisition by Wolf & Company. During his tenure, he oversaw all lines of business and areas of expertise within the firm.

With more than 40 years of experience, Bob has consulted with and advised over 500 financial institutions across 40 states. He played a key role in designing and developing a nationally recognized bank profitability software product and is widely regarded as a leader in performance measurement within the banking industry. Bob is a frequent speaker and author on a broad range of banking topics and is often quoted in industry publications. He also teaches at numerous state, regional, and national banking schools.

Bob’s previous positions include serving as President of Consulting Services and Managing Director at Tucker Anthony Capital Markets (now RBC Capital Markets); President & CEO of The Q Group, Inc., which later merged with Hopper Soliday & Co./Tucker Anthony Capital Markets; Vice President at Bradford Trust Company (now Bank of New York Mellon Corporation); Director of Budgeting and Profit Planning at United Jersey Bank (now Bank of America Corporation); and Controller at First National State Bancorporation (now Wells Fargo & Company).

He is an active board member for several corporations, professional associations, community organizations, and academic institutions. Bob is also the author of Keys to Community Bank Success – Utilizing Management Information to Make Informed Decisions, published by Association for Management Information in Financial Services (AMIfs).

His contributions to the banking industry have earned him AMIfs’ Lifetime Achievement Award. A proud Moravian College alumnus, Bob was a Greyhound football player, named a Moravian College Star, and honored with the Accounting Club Pinnacle Award.

Involvement

• Past President of the Board of Directors of the Association for Management Information in Financial Services (AMIfs)
• Member, Financial Managers Society (FMS) Strategic Issues Council

Education

• Bachelor of Arts in Business/Economics from Moravian College
• Master of Business Administration in Finance from Fairleigh Dickinson University