
42 Years in the Financial Service Industry
“When people ask what I do, I tell them, that I’m in the relationship business. Building relationships with people is the most important thing to do. Becoming an invaluable part of a client’s life is what I enjoy most about the Harbour Wealth approach, and I can’t think of anything more rewarding.”
A Notre Dame graduate, Bob began his career in June of 1983. Prior to joining Harbour Wealth, he was employed by a bank subsidiary responsible for trust and investment management services. There he worked his way from Trust Investment Officer to Executive Vice President and Chief Administrative Officer.
Throughout his career, Mr. Rose has remained a dedicated student of his profession. He has completed courses through The American Institute of Banking, Northwestern University – National Trust School, The American Management Association – The Management Course, and Cannon Financial Institute – Personal Trust Advanced Administration.
Bob is a native of Northwest Indiana where he has invested in future generations as an instructor for Purdue University-North Central and The American Institute of Banking. He has volunteered his leadership skills to several local organizations in the Chicagoland area.