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