Bob has worked in wealth management and alternative investments for most of his 30-year career on Wall Street. Bob and his teams have participated in over 150 private financings with total assets raised of over $10 billion. Bob began his career at Drexel Burnham Lambert and went on to become an investment advisor at a NYSE member firm in 1989. During his tenure at the firm he became one of three senior managing directors and helped grow the firm from 10 to over 300 employees, with over $2 billion in assets under management. In 2001 Bob joined Trautman Wasserman, where he built and managed a $50 million early stage venture capital fund. From there, Bob co-founded Enclave Financial Group, a boutique advisory firm. Bob is currently the Chief Executive Officer at Acuity Partners and an advisor to a family office in New York City. Bob has an extensive network of relationships across multiple industries including, real estate, finance, venture capital and private equity. Bob is a graduate of Syracuse University. He has 3 children and resides in NYC.
Bob is actively involved in UJA, AIPAC, and the bipartisan political group No Labels, as well as the Syracuse University basketball program. Bob is an avid skier, mountain biker, lacrosse player, and enjoys coaching youth lacrosse in Westchester, NY. He is also a co-owner of Ashkleoen LC, a lacrosse club in Israel.
Steven has been active in the financial world for over 30 years, with experience in investment banking, wealth management and venture capital. Steven began his career at Sands Brothers and Co., where he started an in-house hedge fund. He subsequently went on to Oppenheimer & Co. and Matrix Investment Partners before spending over a decade consulting to the VC community where he focused on Israeli based start-ups and raised over $30 million. Steven has an extensive network of international clients and investors. Steven is currently a Managing Partner at Acuity Partners where he specializes in alternative real estate investments. Steven is active in many charities. He currently resides in Lawrence, N.Y. with his wife of 27 years and four daughters.