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Robert J. Speece, CPA, CFP®

Robert J. Speece, CPA, CFP®

Senior Associate and Portfolio Manager

Robert Speece joins the Firm as a Senior Associate and Portfolio Manager.  Robert began his career as an internal accountant with a private company.  He transitioned into public accounting with a regional CPA firm, eventually joining PricewaterhouseCoopers.  His experience within the accounting profession is diverse, yet centered on delivering technical excellence. Robert earned a bachelor’s degree in Business from East Carolina University, is a Certified Public Accountant and a CFP® professional.