Robert J. Loeb, AIF^®, Principal

Mr. Loeb is a Principal in Miller Cooper’s benefits group, Alliance Pension Consultants. His responsibilities at Alliance include acquiring and transitioning new business; creating unique, objective-driven plan designs; and overseeing the employer and employee experiences.

RELEVANT EXPERIENCE:  Mr. Loeb joined Alliance in 2010. He built his retirement plan expertise through overseeing and coordinating plan startups and transitions. In addition, Mr. Loeb has been an integral leader in building employee and employer resources, including the website, call center, and instructional materials and videos.

EDUCATION AND PROFESSIONAL ACTIVITIES:  Mr. Loeb graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science degree in Molecular and Cellular Biology and completed a master’s degree at the School of Public Health and Information Sciences at the University of Louisville. He also previously held NASD Series 7 and Series 66 licenses. Mr. Loeb has earned the Accredited Investment Fiduciary® (AIF®) designation.

Contact Bobby Loeb at rloeb@alliancepension.com via email or at 847-205-5000.