SAN RAFAEL, Calif.--()--Private Ocean has added a senior advisor to its team. Robert Y. Anderson joined the firm on October 16, 2012. For the near term Rob will be working out of the San Rafael office with plans to eventually settle into an office in the East Bay.
“When the opportunity was presented to me it was clear that there was great alignment between the values of Private Ocean and my own”
Formerly a partner with Burr, Pilger & Mayer, Rob brings over thirty years of professional experience as a client service partner. He has served as an advisor to small and middle market business and high net worth individuals in the areas of tax planning, wealth management, accounting issues, succession planning, real estate investments and strategic planning. “When the opportunity was presented to me it was clear that there was great alignment between the values of Private Ocean and my own,” said Anderson.
In addition to being a Certified Public Accountant, a Certified Financial Planner™, and a Certified Valuation Analyst, Mr. Anderson also has an MBA in Taxation from Golden Gate University. “We are very excited to have Rob on the Private Ocean team,” said Greg Friedman, President.
About Private Ocean
Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The 25-person Private Ocean team seamlessly integrates personal financial planning and institutional-class investing. Private Ocean clients interact directly with a tight-knit team of specialists led by recognized industry leaders and pioneers in planning, investing, ethics and technology.
Private Ocean CEO Richard Stone was honored with the Schwab IMPACT® Leadership Award at the November 2011 Schwab IMPACT® conference. In October 2011, President Greg Friedman received the Investment News Industry Influencer Award. Friedman also received the Schwab IMPACT® Best in Tech Award in 2007.
Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area – Salient Wealth Management and Friedman & Associates. Founded by Richard Stone and Greg Friedman, the firm has over $740 million in assets under management. Private Ocean works with senior executives, business owners and other affluent individuals with a minimum of $2 million to invest.
Photos of Private Ocean executives available on request. Email firstname.lastname@example.org or call 415-526-2904.