In 1978, Bob graduated from business school with a vision: to provide objective and comprehensive financial counseling services. His goal was to educate clients so they could make informed decisions and act in their own best interests. Unfortunately, the career opportunities provided by many “financial institutions” had a product-focused agenda so Bob rejected the culture in favor of joining a small independent firm. In 1989, Bob joined with Marshall Serwitz to establish Sullivan & Serwitz as an independent financial advisory firm that has evolved into a Multi-Family Office. Their vision is to provide a diverse and complex range of investment and financial services that affluent families require to facilitate the accumulation, growth, preservation and transition of assets among generations.