The former chief financial officer for Baptist Health is joining a Little Rock-based wealth management firm. Robert C. “Bob” Roberts is joining Legacy Capital as the firm’s chief operating officer.
From 2014 to early 2019, Roberts served as Baptist Health’s CFO and executive vice president. Roberts was the healthcare system’s senior vice president, as well as CFO, from 2008-2014.
At Legacy Capital, Roberts will be overseeing the firm’s strategic growth, as well as recruiting and integrating individual advisors and advisor teams into the company.
“We are thrilled that Bob Roberts is joining our team,” Legacy Capital president Matt Jones said in a statement.“He brings extensive expertiseand years of community involvement asCFO andpart of the leadership team at Baptist Health.”
According to a company news release, Legacy Capital is planning to expand into Northwest Arkansas during 2019. Roberts will be part of the company’s expansion plans.
“I’m excited to be working with Matt Jones, Jason Prather and the Legacy Capital team,” Robertssaid. “Their professionalism, experience anddeep knowledge of all of the areas that must be addressed in comprehensive wealth management is extraordinary. I am excited to be an integral part of Legacy’s ambitious growth plans.”