A native of Brooklyn, NY, Bob has over twenty five years of experience in management and as an executive leader in Fortune 50 companies, including 18 years of experience in Financial Services. His diverse background in sales, marketing, operations and technology, has enabled the firm to fully leverage a world of resources to create an optimal client experience.
As Managing Partner, Bob is responsible for bringing together the strengths of the firm to deliver superior client service and provide holistic financial strategies designed to help meet clients' goals. His firm consists of two main locations in the Greater New York area and is comprised of qualified advisors dedicated to serving their communities and meeting the holistic needs of their clients. As an active member of the community, the firm supports a number of causes, including the American Cancer Society, KidsConnect USA, Salvation Army, College of Staten Island and the Brooklyn Cyclones.
Begun is a graduate of The College of Staten Island – City University of New York and NYU-Poly. He holds Series 4, 7, 24, 27, 53, 63 and 65 security licenses, and a New York State Life, Accident and Health insurance license. He has been a member of the SIFMA Private Client Operations Committee, FINRA Technology Advisory Committee, Pershing Introducing Broker-Dealer Committee and the International Association of Privacy Professionals.
He and his family reside in Brooklyn, NY. In his free time, Bob enjoys listening to classic rock, playing guitar and spending time with his wife and family.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies