Bob Confessore
Lid van de Investeringscommissie bij WBI Investments, Inc.
Profiel
Mr. Robert J.
Confessore is a Vice President & Investment Committee Member at WBI Investments, Inc. In addition to his role at the firm, he is President and Managing Director of Hartshorne Group.
He has spent his career developing comprehensive wealth-management strategies for Hartshorne Group’s high-net-worth clients and families of significant wealth.
He is also President of Millington Securities, a broker-dealer and registered investment advisor.
He leads the firm in providing institutional clients with innovative solutions to help them stand apart from the crowd.
Mr. Confessore was previously employed as a Principal by Multi-Financial Securities Corp.
He earned a Bachelor of Science, summa cum laude, in Mechanical Engineering from Stevens Institute of Technology’s Schaefer School of Engineering and Science.
He is a Certified Financial Planner, and a member of the Financial Planning Association.
Actieve functies van Bob Confessore
| Bedrijven | Functie | Begin |
|---|---|---|
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Lid van de Investeringscommissie | 01-01-2018 |
Eerdere bekende functies van Bob Confessore
| Bedrijven | Functie | Einde |
|---|---|---|
Cetera Advisors LLC
 Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Corporate Officer/Principal | 01-12-2004 |
Opleiding van Bob Confessore
| Stevens Institute of Technology | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
WBI Investments, Inc.
WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Finance |
Cetera Advisors LLC
Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Finance |
