![Bob Willen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. Robert J.
Willen, CFA MBA, is a Chief Investment Officer & Senior Wealth Advisor at WBH Advisory, Inc.
Prior to joining WBH Advisory in 2000, he worked for a financial and accounting consulting firm where he performed financial valuations on various privately held businesses as well as intellectual property portfolios.
Previously, he spent over five years in the banking and mortgage lending industry.
He is a graduate of Tufts University with a Bachelors degree in Political Science and the Robert H.
Smith School of Business at the University of Maryland, College Park where he received an MBA with a concentration in Finance.
He has earned the right to use the Chartered Financial Analyst designation.
Cargos activos de Bob Willen
| Empresas | Cargo | Inicio |
|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Director de Inversiones | 01/01/2026 |
Antiguos cargos conocidos de Bob Willen.
| Empresas | Cargo | Fin |
|---|---|---|
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate. | Gestor de Cartera-Acciones | 31/12/2008 |
Formación de Bob Willen.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
94
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate. | Finance |
Tufts University
 Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Finance |
Robert H. Smith School of Business
 Robert H. Smith School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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