Bob Buyers, General Partner
Expertise & Recommendations
Bob has my heartfelt recommendation for portfolio management, asset liability management and a wealth of financial institution knowledge and understanding.
HANNA FIRMAN, CPA
Controller
California Casualty Management Company
I have known Bob both professionally and personally for over 35 years. He is in the 1% category in both relationships. He is smart, highly perceptive and ALWAYS has new insights into any discussion we ever had. Bob is one of those individuals you can have complete faith in he will put his heart and soul into solving a problem and likely coming up with the optimal solution.
CHARLES SCHAEFER
Co-Director, UNCW Cameron Executive Network,
former President, Briggs Schaedle & Co,
Managing Director, Irving Trust
I have known Bob for more than 35 years. He had worked for me running our branch in San Francisco. …he is a self-motivated team player who thinks outside the box. He can analyze and create solutions to current problems and look ahead to the future. I would have no reservations recommending or working with Bob.
MEAD BRIGGS
Senior Investment Strategist,
former CEO of Briggs Schaedle & Co,
a Federal Reserve Primary Dealer,
former Managing Director, Deutschebank Securities
Bob is a talented professional and a person of impeccable character. I first worked with Bob at Golden Gate Securities and later recruited him as part of the leadership team at a bold startup, Endur, that was formed to deliver a 24/7 hardened computing environment for mission critical applications among three letter government agencies.
Combining leading edge technology, seven nines of uptime reliability, and independence from the electrical grid, Bob served as the controller for a $27mm funded startup backed by a $1B standby commitment for the build-out of the energy infrastructure. Functionally, Bob drove the financial functions for the venture: treasury, accounting, budgeting, corporate reporting, payroll, administration, management of venture funding, and created purchasing protocols and investment guidelines.
More importantly, Bob was instrumental in shaping the culture of the organization, developing the mission and vision statements as well as co-authoring critical elements of a 500-page business plan that led to our Series B financing.
FRANK R RAMIREZ
Chairman,
The Board at St. Renatus, LLC
Bob is one of the most impressive people that I have ever known. He is dedicated to whatever he sets his mind on, all the while guided by high principles. I can't think anyone I would trust to do a job for me, intellectually or professionally, more completely than Bob.
KEVIN BURNE, PHD
Director of Linguistics,
Cal State - Long Beach
I had the privilege of being Bob's partner when he founded a successful securities trading firm. He is tireless, honorable, imaginative and a gentlemen's gentleman.
BRAD ROTTER
Futurist investor,
pioneer in financial futures,
hedge funds in 1982,
and blockchain in 2013
Bob demonstrated very knowledgeable corporate investments and their related benefits and risks. He also provided insightful information and analysis about the interrelationship of investment risks…
JOSE JIMENEZ
Senior Vice President, Risk Management
Patelco Credit Union
I have known Bob for some 20+ years and were partners in an investment firm and broker-dealer. He is a proactive and tireless contributor… one of these rare managers who has strong interpersonal skills, a unique capacity for empathy, and is able to motivate a team to care about its project and be invested in the project’s success.
RICHARD MILNER
Owner, Castellito Ricarodo,
Spain
Bob and I worked together for three and a half years at Patelco Credit Union. Bob managed the Patelco investment portfolio. While this was not my area of expertise, Bob was always open to spend time to educate others and able to provide economic updates to the wider team. Whether a simple email or a larger presentation to the leadership team or executive team, his message was always well received.
Most importantly, Bob is a great fit for a company looking for a genuine “good guy” whose presence improve organizations’ culture through his integrity, accountability, and his drive to help others. Bob: a positive, smart, and very professional financial leader.
MARK PETERS
Former AVP – Project Management
Patelco Credit Union
…Bob and I reported to the CFO. He is not only a talented portfolio manager, he also has a creative side that enables him to "think outside the box" when crafting financial solutions. One example: he developed a tiered CD offering for the credit union that addressed the liquidity needs of the credit union as well as the various life stages and financial needs of the credit union members. Bob…a rock solid corporate investment professional..
MARK HOAGLIN
VP – Wealth Management,
Patelco Credit Union
It was a pleasure working with Bob on a number of projects over the past 8 years. He brought enthusiasm and key insights such as product distribution analysis across the membership.
MARK CHANTLAND
Business Intelligence Analyst,
Patelco Credit Union
I’ve worked with Bob Buyers for more than two years, during which time I did complete two audit cycles of the Credit Union’s Investment processes. His knowledge of Investment’s internal controls is outstanding… In every investment he included his analysis of market data, business trends and operating metrics to validate investment decisions. …He structured and execute investment strategies, incorporating modeling, due diligence, negotiations and closing with various investment companies. He is self-motivated, works with people well, conduct and ethics are outstanding.
ROMY LUBER, CFE, CRMA, CRTP, CUCE, BSACS, CICA,
Senior Internal Auditor, Patelco Credit Union