Rob joined PFS in 2010 as the Senior Accountant. In this capacity, Rob provides full financial reporting and cash management for client foundations. He also works closely with clients in ongoing budget development and monitoring, and interfaces with investment managers routinely. Rob manages grant payments, estimated tax payments and protocols for all client foundations.
Prior to PFS, Rob was a Senior Accountant at the Jewish Federation of San Francisco for over three years where he was responsible for administering accounting services for many of the agency’s donor advised funds as well as seven supporting foundations. Before moving to the Bay Area in 2007 he was the Investment Accountant at Simmons College in Boston for eight years working closely with multiple Investment managers and State Street Bank. Rob received his Bachelor of Education from State University of New York at Brockport. Rob enjoys cooking, hiking and following his Boston sports as well as the local San Francisco teams. He lives in San Francisco with his long-time partner.