Bob began his professional career with the international public accounting firm of Deloitte & Touche. A graduate of the University of Virginia, Bob holds a Masters of Taxation degree from Georgetown University in Washington, D.C. He has provided counsel in the areas of financial planning, taxation, and business development to a wide variety of individuals and businesses throughout his professional career.
Bob is regularly invited to speak to audiences in the U.S. and abroad on estate planning and income taxation matters. He currently serves as Deputy Director of Nexia International, an international organization of CPA and investment firms. Bob holds the CPA designation.
In over two decades on Wall Street with a number of investment organizations, Mike has been a sell-side equity analyst, a buy-side portfolio manager, and spent 11 years at Smith Barney as an equity market strategist for the firm's Private Client Group. Drawing on his successful ventures in both the U.S. and Asian markets, Mike has advised investors at all levels of experience and sophistication and most recently opened the world of investing to more novice investors through his personal blog and online postings. Mike holds the Chartered Financial Analyst (CFA) designation and an MBA from the Columbia Business School.
Don, a CPA, graduated from the University of Pittsburgh and holds an MS in Systems Management from the University of Southern California, as well as an MBA from the renowned Wharton School of Business at the University of Pennsylvania. He is also a graduate of the Senior Executive Program at Columbia University. He has been with The Wolf Group since 2001 after retiring from a 27-year career with the U.S. Navy. Don has held several management and executive positions with the firm in both the tax and investment arenas.
Andrea joined Wolf Group Capital Advisors as an investment advisor in 2005. In July 2010 Andrea became Manager of the Financial Advisory segment of WGCA and is responsible for upholding a world-class service model for our clients.
Her primary responsibilities include planning services and individual portfolio management. Andrea is also a member of the Investment Policy Committee and serves as the Chief Compliance Officer to ensure that the firm stays in compliance with SEC regulatory changes. Additionally, Andrea takes an active role in hiring, training, and mentoring students who participate in the firm Summer Internship Program.
Andrea holds a Bachelors of Science degree in Commerce with a concentration in Finance and Management from the McIntire School of Commerce at the University of Virginia.
Outside of work, Andrea enjoys reading and exploring new places, both in the U.S. and abroad. She also enjoys taking part in almost any outdoor sport and is an avid baseball and college football fan.
Christine joined Wolf Group Capital Advisors in 2007 and is responsible for Portfolio Operations Management. Christine graduated from Ewha Women’s University in Seoul, Korea with a BA in History and earned her MBA with a concentration in finance from the California State University in Los Angeles in 1990. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER(tm) professional.
After working for years in the accounting field, Christine concentrated on raising her two boys. She restarted her career in the financial planning field in 2001 and has worked with local and national financial planning/wealth management firms helping manage investment portfolios for high net worth individuals. Her professional experiences consist of personal financial planning including risk management, retirement, tax, and estate planning, securities research, and portfolio management. She enjoys reading, gardening, and music.