Bob Munger
Portefeuillebeheerder-Aandelen bij Mercer Global Advisors, Inc.
Profiel
Robert Glenn Munger is the founder of Goldstein Munger + Associates, which was founded in 1995.
He held the title of Vice President of Compliance.
Currently, he is a Senior Wealth Advisor & Director at Mercer Global Advisors, Inc. starting in 2022.
Previously, he worked as a Senior Tax & Audit Manager at Seiler LLP.
Mr. Munger received an undergraduate degree from California Polytechnic State University (San Luis Obispo).
Actieve functies van Bob Munger
| Bedrijven | Functie | Begin |
|---|---|---|
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Portefeuillebeheerder-Aandelen | 04-10-2022 |
Eerdere bekende functies van Bob Munger
| Bedrijven | Functie | Einde |
|---|---|---|
Seiler LLP
 Seiler LLP Other Consumer ServicesConsumer Services Seiler LLP is a professional services firm that has been providing advisory, tax, and accounting services for 65 years. The private company is based in Silicon Valley and is an independent member of HLB, the advisory and accounting network. Seiler delivers sophisticated solutions, innovative thinking, capabilities, and highly personalized service to its clients. The American company was founded in 1957, and the CEO is George D. Marinos. | Corporate Officer/Principal | - |
Goldstein Munger + Associates
 Goldstein Munger + Associates Investment ManagersFinance Goldstein Munger + Associates (GM+A) is a SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded in 1995 by Richard Goldstein and Robert Munger. In 2022, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. GM+A provides investment management services to individuals and families. | Oprichter | - |
Opleiding van Bob Munger
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Seiler LLP
Seiler LLP Other Consumer ServicesConsumer Services Seiler LLP is a professional services firm that has been providing advisory, tax, and accounting services for 65 years. The private company is based in Silicon Valley and is an independent member of HLB, the advisory and accounting network. Seiler delivers sophisticated solutions, innovative thinking, capabilities, and highly personalized service to its clients. The American company was founded in 1957, and the CEO is George D. Marinos. | Consumer Services |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
Goldstein Munger + Associates
Goldstein Munger + Associates Investment ManagersFinance Goldstein Munger + Associates (GM+A) is a SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded in 1995 by Richard Goldstein and Robert Munger. In 2022, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. GM+A provides investment management services to individuals and families. | Finance |
