Bob Caron, CPWA®

Designations

• Certified Private Wealth Advisor® professional

Work Experience

• Partners with individuals, families, and organizations to develop and implement a financial plan centered around their goals and preferences
• Served as Senior Manager of Portfolio Advisory Services at Fidelity Investments, where he worked for 21 years and was responsible for supervising a team of RIAs with $9 billion in assets under management

Life Outside of MAI 

• Enjoys walking his dog, working out, and traveling abroad

Education

• Southern New Hampshire University, BS in Business Administration