About Bob Dockendorff
Like many financial advisors, my career started in another industry.
I spent my undergraduate years at the University of Vermont where I earned a double major in Philosophy and Political Science. After some intense Philosophy training, many nights on Burlington’s vibrant Church Street, forty-days of skiing per year, and a few summer “internships” at a local fence company—it became abundantly clear that I should probably just go to law school, which I did.
At Suffolk University Law School I discovered, to everyone’s surprise, that tax law was quite interesting. Soon after law school I began working at the accounting firm Ernst & Young and could possibly be the only employee in that firm’s centuries long history to hold an undergraduate degree in Philosophy. At Ernst & Young I also began working towards a Legal Masters (LLM) in taxation at Boston University Law School.
After a few years of working mostly in corporate tax, I was feeling unsatisfied with the billable life and pivoted to working with high net worth individuals and families at Boston-based wealth management firm The Colony Group. During the following three years I worked as an associate to one of the firm’s founding partners and gained invaluable experience working on a diverse set of issues and client profiles.
Somehow during my stay at The Colony Group I gained the entrepreneurial bug. In 2015 I decided to build my own practice at Claro Advisors—another Boston RIA. This detour into self-employment was a very fun and successful five years which presented several personal and professional challenges and helped me grow as an advisor. It also allowed me to spend all sorts of time with my wife, Caitlin and three young children—Charlie, Tommy, and Jane.
Throughout my time at Claro I stayed in touch with former colleague Seth Corkin and then became friendly with the team at SPP. Through a few conversations I realized I could become a much better advisor with the right resources in place and couldn’t be more excited to join the SPP mission.
