Robert A. Penney

Bob’s primary responsibility is strategic business development. He facilitates value-added relationships with centers of influence with the goal of increasing the firm’s assets under management and revenues. Other responsibilities include strategic planning and assisting in the execution of the firm’s events (including investment seminars and client education) to strengthen our brand and expand the firm’s market share in Connecticut. He works closely with the firm’s director of sales & marketing.

Bob joined the firm from BNY Mellon, where as regional president he was responsible for establishing, managing, and growing its northern Connecticut presence through its branch office in West Hartford. Earlier, he established, managed, and grew the U.S. Trust offices in West Hartford and Essex while managing the firm’s Connecticut sales force. Previously, he worked in marketing and sales for Hartford National Bank after a stint as a teacher and basketball coach at the secondary school level.