A critical gap for many organizations is that board members—those bearing ultimate fiduciary responsibility—often lack the expertise to fully assess whether the technical practices implemented by the CISO adequately support the board’s fiduciary obligations. Bob is positioned to help bridge this gap, facilitating stronger collaboration between boards, CISOs, and their teams to enhance fiduciary best practices in the context of cybersecurity
For over 30 years, Bob has focused on the intersection of best practices in investment policy and the technical support required to monitor compliance and progress for fiduciaries overseeing investment funds. As a certified Accredited Investment Fiduciary Analyst (AIFA®), he has provided strategic guidance, helping boards and trustees fulfill their fiduciary responsibilities with diligence and integrity.
With the evolution of monitoring tools and increased sophistication of AI and causal inference technologies, Bob’s research has expanded to address the convergence of best practices, monitoring capabilities, and advanced AI tools. His findings indicate that it is no longer sufficient for boards of directors to rely solely on traditional best-practice standards for their fiduciary duties. Instead, these standards must integrate cybersecurity protections that exceed the technical specifications typically employed by CISOs.
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