Bob is the Managing Director of Corporate Finance for Wells Nelson & Associates, LLC. Before joining the firm he spent 20 years as the founder and president of Boston Street Advisors, Inc. Bob has more than 30 years’ experience in advising businesses on corporate finance issues with a focus on mergers and acquisitions, shareholder value enhancement, financial management and capital acquisition. He also advised private equity investment companies and hedge funds in transaction structuring and derivative trading strategies across five continents in industries such as the Internet, software development, oil and gas, financial services, manufacturing, telecommunications and health care.
Bob has served and currently serves on several boards and commissions in the corporate and not for profit industries including The Asbury Communities where he serves as Vice Chairman of the Board of Directors and Chairman of the Finance Committee, The John Starks Foundation, Chairman of The Jimmie L Dean Scholarship Foundation, and is a special advisor to the President of the Wharton Club of New York where he founded the Wharton Investor Resource Exchange. He has served on the National Advisory Council of the U. S. Small Business Administration (SBA), served as a Wharton Fellow, has served as a mentor to students attending the Wharton School’s MBA program and The University of Tulsa and as a judge for the Wharton Business Plan Competition.
He graduated from Phillips University, where he played varsity baseball, with a BSBA in finance and accounting, holds an MBA from the University of Tulsa and graduated the Advanced Management Program of the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant in the State of Oklahoma, a Certified Global Management Accountant and holds his series 7, 63 and 65 securities licenses.