Robert is Vice President of the Evergreen Advisors Outsourced CFO Advisory team.
Bob brings over 20 years of experience in CFO, finance, and operations roles with venture-backed, private equity-backed, and family-funded companies in the technology and technology-enabled sectors. Throughout his career, he has played a key role in capital raises, growth strategies, and exits, with a strong focus on the technology and life sciences industries.
Bob’s experience spans the entire company lifecycle, enabling him to add value at every stage of growth. As a Co-Founder of a successful, exited, venture-backed B2B SaaS company, Bob not only understands the technical and strategic aspects of building and scaling a business but also has a deep empathy for the challenges and pressures that business owners face—allowing him to relate to clients on a personal level and provide guidance from a place of true experience.
CFO Advisory
A seasoned, operationally focused CFO, Bob brings extensive experience in building, strengthening, and leading corporate finance, strategy, operations, and human resources functions across diverse industries. He has worked with start-ups, established companies, and high-growth organizations like Optoro, Clarabridge, WealthEngine, and Biosynexus. With a strong background in management and leadership, he is skilled in collaborating with Boards of Directors, banks, attorneys, and other external stakeholders.
Education
Bob earned a Bachelor of Arts from Hamilton College and an MBA from the University of Texas at Austin.
Interests
Bob is an avid amateur sports photographer, a hobby that enhances his work as a CFO. The skills required for great photography—attention to detail, patience, precision, and the ability to tell stories visually—translate directly into his professional life. This combination of analytical rigor and creative perspective makes him a more dynamic and effective CFO.
