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Robert J. Speece, CPA, CFP®

Robert J. Speece, CPA, CFP®

Senior Associate and Portfolio Manager

Robert comes back to the firm with over 7 years of tax compliance and financial planning expertise. Robert began his career as an internal accountant for a privately held company before transiting to public accounting.  He worked for a number of years in PricewaterhouseCoopers Tax and Advisory practices focusing on complex issues facing executives, private equity and law firm partners, business owners, and family offices. Robert also served as a management consultant to business clients. His diverse accounting and financial management experiences offer valuable perspective and we appreciate his commitment to technical excellence. Robert earned a bachelor’s degree in Business from East Carolina University. He is a CPA, a CFP®  certificant and a member of the American Institute of Certified Public Accountants