SVP & Senior Consulting Analyst

412-344-6057 office
412-491-3529 mobile

Mr. Bulas is a Senior Investment Analyst & Consultant with Morrison Fiduciary Advisors and is responsible for providing investment & market analysis to the firms’ client portfolios.  Bob is also responsible for all manager research, searches, & due diligence.   Mr. Bulas also handles asset allocation modeling and tactical re-balancing, constructing and managing client investment portfolios, and serving as primary client consulting back-up for all of the firm’s accounts.  Bob also serves as the firm’s Chief Compliance Officer.

Bob has over 25 years of experience in the financial services industry.  Prior to joining Morrison Fiduciary Advisors, Bob was a Vice President and Financial Consultant with Morgan Stanley.  Bob’s efforts focused on investment consulting services utilizing the firm’s managed accounts program. Bob’s responsibilities included investment plan design, asset allocation, manager search, performance monitoring and periodic client reviews.

Bob received his B.S. in Accounting from Indiana University of Pennsylvania and his M.B.A. from the University of Pittsburgh ’s Joseph M. Katz Graduate School of Business. Bob has also completed the University of Pittsburgh ’s Corporate Valuation/Finance Signature Program which is a curriculum of select Finance classes with a focus on financial analysis and asset valuation.  Bob is a native of Johnstown, PA and currently lives in the Southside neighborhood of Pittsburgh.