Parkwoods Wealth Partners is pleased to announce the appointment of Bob French, CFA, as our new Chief Investment Officer (CIO) and Head of Marketing. Bob’s arrival underscores our strategic commitment to delivering evidence-based investment strategies tailored to our clients' evolving needs and enhancing our marketing efforts to attract and retain clients through education, clarity, and innovation.

A Proven Leader in Investment Strategy

Bob French brings nearly two decades of investment strategy and client education expertise to Parkwoods.

His extensive background includes significant roles at Dimensional Fund Advisors, inStream Solutions, and most recently as Managing Principal at McLean Asset Management and Retirement Researcher. Bob is recognized for his exceptional ability to translate complex financial theories into clear, practical guidance, empowering clients and advisors alike.

At Parkwoods, Bob will oversee our investment philosophy and ensure our strategies reflect the most current academic research and industry best practices. He will significantly enhance our investment oversight processes, helping advisors and clients achieve their financial goals confidently and efficiently.

Driving Growth Through Strategic Marketing

In addition to his CIO responsibilities, Bob will lead Parkwoods’ strategic marketing initiatives. His strong expertise in digital marketing, content creation, and client education is integral to Parkwoods' mission to engage current clients and attract new ones through compelling and informative content. Bob’s marketing efforts, including targeted webinars, engaging thought leadership articles, interactive training sessions, and digital campaigns, will position Parkwoods as a leading authority in evidence-based investing.

Bob’s marketing leadership will help Parkwoods deepen client relationships and effectively reach new audiences, emphasizing the firm's commitment to empowering clients through education and transparent communication. His ability to leverage digital channels and insightful content will be instrumental in driving sustained growth and enhancing the overall client experience.

A Warm Welcome from Parkwoods Leadership

“Bob’s passion for evidence-based investing and his ability to clearly communicate complex strategies will significantly enhance our ability to serve clients,” said Al Sears, CEO of Parkwoods Wealth. “His commitment to continuous improvement and experience driving strategic initiatives will undoubtedly drive our firm to new heights. We are thrilled to welcome him.”

Chris Gardner, Head of Advisory at Parkwoods, added, “Bob’s depth of expertise and educational approach is exactly what our advisors and clients need. His presence enhances our advisory team's capabilities, ensuring we continue to provide exceptional service and insights.”

Bob French on Joining Parkwoods

“I’m excited to join Parkwoods Wealth Partners, a firm that not only shares my commitment to evidence-based investing but also prioritizes empowering clients through education,” said Bob French, CFA. “Helping clients and advisors navigate investment decisions with clarity and confidence has always been central to my approach, and I look forward to contributing to the firm’s continued growth and innovation.”

Looking Ahead

Bob’s arrival underscores Parkwoods Wealth Partners’ strategic commitment to excellence, innovation, and client-centric growth. As we continue to expand, our goal remains clear: to deliver unparalleled financial advice and service to our clients.

We invite our clients, advisors, and industry partners to connect with Bob French and discover the future of investing at Parkwoods Wealth Partners.

Welcome aboard, Bob!