About
Robert
Rob Bodio brings more than 25 years of experience in tax, investment, and estate planning to his clients.
Prior to joining the firm, Rob specialized in taxation, real estate transactions, estate planning and estate administration at a Worcester, MA law firm. He currently provides tax and investment advice to pre-IPO executives, venture capital professionals, and executives from more established companies. In 2004, he was made a Principal of the predecessor firm that merged into Focus Partners.
- Admitted to practice law in Massachusetts and the United States Tax Court
- Member of the American and Massachusetts Bar Associations
- Investment Adviser Representative (Series 66)
- JD, Quinnipiac College School of Law
- BA in Political Science from Boston College
Rob Bodio brings more than 25 years of experience in tax, investment, and estate planning to his clients.
Prior to joining the firm, Rob specialized in taxation, real estate transactions, estate planning and estate administration at a Worcester, MA law firm. He currently provides tax and investment advice to pre-IPO executives, venture capital professionals, and executives from more established companies. In 2004, he was made a Principal of the predecessor firm that merged into Focus Partners.
- Admitted to practice law in Massachusetts and the United States Tax Court
- Member of the American and Massachusetts Bar Associations
- Investment Adviser Representative (Series 66)
- JD, Quinnipiac College School of Law
- BA in Political Science from Boston College