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Steve Mannell, CTFA

Robert Landry, CFA, CFP®

Relationship Manager

Robert (Bob) Landry is a Senior Relationship Manager based in San Antonio, Texas. Bob holds a bachelor’s degree from the University of Massachusetts at Lowell and a master’s degree from the University of Memphis.  He earned both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Bob possesses over 25 years of investment management experience and has held senior level positions at United Capital, USAA, and Amica Mutual Insurance Company.  In his spare time, Bob enjoys time with his wife (Kristen) and children (Madelyn and Evan), fitness, reading, and fishing.  Bob develops and nurtures client relationships, and manages delivery of wealth management solutions that help our clients realize their personal goals and aspirations.

Desk: 910-307-3712
Cell: 210-461-1457

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