Bob Willen
Gestor de Cartera-Acciones en WBH Advisory, Inc. .
Perfil
Mr. Robert J.
Willen, CFA MBA, is a 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 Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Gestor de Cartera-Acciones | 01/01/2000 |
Antiguos cargos conocidos de Bob Willen.
| Empresas | Cargo | Fin |
|---|---|---|
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Gestor de Cartera-Acciones | 31/12/2008 |
Formación de Bob Willen.
| Tufts University | Undergraduate Degree |
| Robert H. Smith School of Business | Masters Business Admin |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Finance |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
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