Founder, President and CEO of PIEtech, Inc.; Designer of MoneyGuidePro
Bob has over 30 years experience as an innovator in the software industry. For the past 20 years, Bob has designed financial planning software for the financial services industry, and is a leader in developing easy-to-use, interactive software for use by advisors and their clients.
As President and CEO of PIE, Bob oversees product development, business development, and the day to day operations of the company. In addition, he serves as lead designer of PIE’s MoneyGuidePro (MGP) financial planning software. At its debut in 2000, MoneyGuidePro was one of the first financial planning programs created for interactive, web-based use. In 2008, PIE released MGP: G2 (Generation 2), the first financial planning SMARTware, which was selected by Joel Bruckenstein, CFP (in Morningstar Advisor) as Software Product of the Year. MoneyGuidePro is currently used by over 25,000 financial service professionals.
Prior to forming PIE, Bob served as President and CEO of 2 organizations: Compulife, Inc., an investment and insurance marketing firm, and Compulife Investor Services, a registered broker/dealer. Through its work with bank brokerage firms, Compulife became one of the top ten marketing organizations in the industry, and was a consistent leader in its use of sales technology. Bob is the author of “Monte Carlo Mania,†published in Retirement Income Redesigned: Master Plans for Distribution, by Bloomberg Press in April, 2006. In January 2009, Bob was selected as one of six industry “Movers and Shakers†by Financial Planning magazine. He has a B.S. in Finance from Lehigh University in Bethlehem, PA.