Robert S. McCulloch III, CFP®, AIF®
Bob, Vice Chairman of Hunter Associates’ Board of Directors, joined the firm in 2011 as an investment advisor. Prior to joining Hunter Associates, Bob served clients in the investment industry for more than 30 years with Parker/Hunter, Inc. and its successor firm, as executive vice president and branch manager.
Bob holds a bachelor’s degree from Denison University and an M.B.A. degree from the University of Pittsburgh. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1985 and is a graduate of the Securities Industry Institute®, an executive education program at the Wharton School of the University of Pennsylvania. Additionally, Bob holds the Accredited Investment Fiduciary™ designation awarded by The Center for Fiduciary Studies.
Bob serves as a director or trustee for several organizations, including the Salem Community Foundation, Pearce Foundation and the Salem Public Library. He previously served as Board President for the United Way Services of Northern Columbiana County and the Columbiana County Mental Health Clinic. Bob was also one of the founding members of the St. Paul’s School Foundation.
CERTIFIED FINANCIAL PLANNER™ (CFP®): The CERTIFIED FINANCIAL PLANNER™ (CFP®) program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidates must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.
Accredited Investment Fiduciary™: The AIF® credential is awarded by The Center for Fiduciary Studies. To attain the AIF® credential the candidate must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development. Candidates complete a course that prepares participants to conduct fiduciary assessments on a plan or firms’ conformance to legal and regulatory obligations associated with the fiduciary standard and professional best practices. Additionally, individuals must pass a final certification examination.