Rob Baldi

Client Portfolio Manager

Robert (Rob) Baldi is the Chief Compliance Officer at Bridges Trust, where he oversees the Firm’s compliance program and enterprise risk management framework. He is responsible for helping ensure the Firm’s operations align with applicable regulatory requirements, industry standards, and internal policies while supporting a culture of integrity, accountability, and sound governance across the organization.

Rob works closely with leadership and business teams to strengthen compliance programs, identify and manage risk, support employee education, and enhance operational processes that protect clients and the Firm. His experience spans compliance, risk management, information security, and operational resilience, providing a broad perspective on governance in complex financial services environments.

He earned a Bachelor of Science in Information Technology and a Master of Business Administration. Rob also holds several professional certifications in information security, auditing, and risk management, including the Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), and Certification in Risk Management Assurance (CRMA).

Rob’s leadership reflects the Firm’s commitment to disciplined risk management, operational excellence, and serving clients with the highest standards of professionalism and fiduciary care.olio implementation and the firm’s investment positioning.