Robert B. Rafferty II

Robert B. Rafferty II is a Principal with Wellvest Capital. Rob has over twenty-five years of experience in finance with a broad depth of expertise spanning private equity/venture capital, business transformation, corporate finance, operations and investment administration. This includes successes in multiple industries with a focus on consumer products, alternative investments and management consulting. Prior to joining Wellvest Capital, he was a Managing Director in the Asset Management practice of Accenture, by way of the acquisition of Beacon Consulting Group. Preceding this was over a decade as CFO/COO for CP Baker & Co. where he was responsible for overseeing the operations and financials of multiple portfolio company.

Rob graduated from Providence College, Cum Laude with a bachelor’s degree in Economics. Throughout his career, he has been active in his community supporting and volunteering at various organizations and charities including the South Shore Community Center, Mad River Glen, Best Buddies International, and the Pan Mass Challenge. Rob’s personal time is spent with his wife and family of four children plus pursuing numerous sporting activities; he is an accomplished skier, cyclist, equestrian and surfer.