Bob Cusack has been an investment professional for over 30 years, beginning in public finance investment banking at First Boston Corp. in New York City. Over the course of his finance career, he has managed bank and insurance company portfolios and advised a five-star Morningstar municipal bond mutual fund. He currently manages balanced and high yield municipal portfolios. Prior to joining WhaleRock, Bob was Chief Investment Officer at Preferred Asset Management LLC, a private wealth advisory he co-founded in 1997. During his 12 year tenure at Preferred, he advised institutional clients and private investors on matters of investment policy, asset allocation, manager selection and strategic investments. Bob has been a speaker at industry conferences nationally and has written for the business press.Active in civic affairs, Bob serves by gubernatorial appointment on two state boards with finance responsibilities: the Tobacco Settlement Financing Corp. (TSFC) and the Refunding Bond Authority. He also is a past trustee of a municipal pension plan where he urged reallocation of asset classes, strategies and change of managers which produced performance returns in excess of the State fund. He has devoted his efforts to several educational institutions and city government in East Providence, where he was a City Council member and Assistant Mayor, 2006-2010. He also served on the Governors Blue Ribbon Panel on Financing Transportation Infrastructure in 2008. Bob is a 1977 graduate of Fordham University where he majored in Economics, and did graduate studies at the Tuck School of Business at Dartmouth.
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