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Bob Whelan

Senior Vice President – Business Development

At Ferris Capital, Bob is responsible for all aspects of business development, from finding individuals and families who can benefit from the unique wealth services that Ferris Capital provides, to establishing and maintaining key referral partnerships with the community. Previously, Bob was a Senior Vice President, Partner, at The Colony Group for more than ten years. Prior to that Bob was a Vice President for Kobren Insight Management, where he was responsible for overall business development and client service. Bob received his BA in Economics from Boston University and began his career in 1983 as an associate at BTS Asset Management in Boston.

A former board member of MAB Services and Needham Little League, Bob enjoys spending time with his wife and three boys in Needham MA, as well as attempting to surf both Montauk NY and the south shore of MA.

How Bob Can Help

Business Development
Strategic Planning
Referral Partners
Investment Management
Retirement Planning
Client Service

Money is multiplied in practical value depending on the number of W’s you control in your life: what you do, when you do it, where you do it, and with whom you do it.
Tim Ferriss