Bob Eng CFA

Financial Advisor

Dr Bob Eng, CFA, has been able to pursue two of his passions as careers: one in education and one in investments. His early career in financial services was as a bond analyst supporting institutional investors such as pension funds, endowments, and mutual funds. For the past 20 years, he has served families and individuals from all backgrounds and many parts of the world while working at Merrill Lynch, Citigroup Global Wealth Management, and most recently as a senior investment advisor at PNC Wealth Management. Bob approaches his work with families and individuals as an educator, advisor, and enabler. 

Bob earned a bachelor’s in history from Brown University, a master’s in childhood education from Brooklyn College, an MBA from Columbia University, and a doctorate in human development and education from Harvard University. He is a *Chartered Financial Analyst (CFA). Bob lives with his wife in Princeton NJ, and follow the ideals of integrity, humility, and charity.