Investment Advisor, Founder
Bob is an investment advisor and founder of the Foundation Investment Group. He is responsible for setting the strategic direction for the company's investment, insurance, and planning recommendations. Bob was previously employed at IBM, Merrill Lynch, Landsing Properties, and Liquidity Fund Investment Group. He has been a registered investment professional since 1976 and has collaborated with Richard Band on alternative investment strategies since 1991. He is an emeritus member of the Board for Community Partners International, a nonprofit medical relief organization working with the underserved people of Burma.
Bob is a graduate of Brown University (economics 1974) and the University of California/Haas School of Business (MBA 1980). He holds his FINRA Series 7, 24, 31, 63, and 65 securities registrations as a registered representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser. Bob is an avid hiker and traveler and has been on multiple trips to the Himalaya in Nepal, Bhutan, and Tibet.
Investment Advisor, President
Adam is an investment advisor and president of the Foundation Investment Group. A Chartered Alternative Investment Analyst (CAIA), Adam is a financial services expert with more than 20 years of experience in the industry. Prior to joining the Foundation Investment Group, Adam was previously employed as a senior consultant at W.P. Carey, Inc., Altegris Investments, and Kensington Investment Group. His knowledge in alternative investment strategies is extensive, including public and private real estate securities, global macro, long-short equity, managed futures, event-driven, fixed income long short, distressed real estate, venture, and private equity. Adam began his financial services career as an analyst at JP Morgan Chase & Co. and Barclays Global Investors.
Adam received his B.S. from California State University at Sacramento (business administration with a concentration in finance) and as a registered representative of Commonwealth Financial Network has his FINRA Series 3, 7, 30 and 66 securities registrations. A nationally ranked motocross racer in his youth, Adam has always had a passion for sports. His two sons are now showing an interest in golf, and he hopes this will provide him the opportunity to get his handicap back into the single digits. Adam and his wife, Christine, have traveled extensively and spent time in over 40 countries. These experiences have helped build his tremendous understanding of world markets, their interdependence, and their complexities.
Investment Advisor, Director of Research
Hiro is an investment advisor and director of research, focusing on investment research, due diligence, and portfolio design. Prior to joining the Foundation Investment Group in 2009, Hiro was a research analyst at the Kensington Investment Group, where he worked with international real estate, senior real estate securities, and infrastructure-related industries, including basic materials, rail transportation, utilities, and energy.
Hiro is a graduate of the University of California Santa Barbara (business economics with honors 2005). He holds his FINRA Series 7, 31, and 66 securities registrations as a registered representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser. Hiro is an avid outdoorsman and a devoted fisherman.
Investment Advisor, Vice President
Greg is an investment advisor and vice president of the Foundation Investment Group, working with clients in a regional capacity since 2005. He was formerly the president of a NASD broker/dealer that specialized in private placement real estate offerings. During his career, he has also worked in sales as an individual contributor, field sales manager, and senior-level sales executive with a number of publically traded technology companies and several venture capital-financed, pre-IPO, high-tech start-up firms.
Greg started his career at IBM and is a graduate of Central Michigan University (business administration/magna cum laude 1974). He holds his FINRA Series 7, 24, 31, 63, and 66 securities registrations as a registered representative and Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser, as well as a state of Georgia life and health insurance license.
Director of Operations
Paula serves as the Foundation Investment Group’s director of operations. Included in her role is the coordination of the firm’s marketing efforts and office administration. Paula’s last stop was W. P. Carey Inc. where she spent over 20 years in sales management, business development, and national accounts. With a considerable amount of experience in building relationships, marketing and sales strategies, she brings an abundant skill set to her role at FIG.
A graduate of Bennington College (B.A. literature and dance 1986), Paula holds FINRA Series 7, 24 and 63 securities registrations. Personally, Paula cherishes spending time with her family, especially with her wonderful, launched and fully employed adult daughters. In their free time, Paula and her husband enjoy cycling, walking their 13 year old Dachshund, Wendy, practicing yoga, cooking, and traveling the world whenever possible.
Client Service Associate
As our client service specialist, Chris is always eager to address any concerns or questions that may arise.
An Eagle Scout, Chris grew up in Sacramento, CA and then graduated from Brown University in Providence, RI, where he studied ‘Logic’ and ‘Linguistics.’ Chris thoroughly enjoyed summer internships in Philadelphia, Boston, and especially in New York, where he had the privilege to work for a literary agent whose clients included Stephen Hawking and Michael Lewis. Prior to his work at the Foundation Investment Group, Chris was an equity trader at Natixis for 8 years. Not too long ago, he and his girlfriend adopted a delightful, tiny cat named ‘Zelda,’ who enjoys watching NBA and NFL games almost as much as Chris does.