Rob Dowling
Portefeuillebeheerder-Aandelen bij Modera Wealth Management LLC
Profiel
Mr. Robert J.
Dowling, Jr., is Wealth Manager & Principal at Modera Wealth Management LLC.
In his role, he serves high-net worth individuals, families, non-profit organizations, corporations and others seeking wealth management and portfolio management expertise.
He has more than 15 years of experience in the wealth management profession.
He also managed a team of financial advisors, providing guidance and investment strategy.
He is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
He currently serves as Treasurer for the Ridgewood Chamber of Commerce and volunteers for its annual charity events that benefit the Ridgewood High School scholarship program.
He is also an adjunct teacher at William Patterson University.
He is a founding member of the Ridgewood Chamber Networking Group that is comprised of business professionals.
Prior to joining Modera Wealth Management, Mr. Dowling worked in the Wealth Management Division of GunnAllen Financial, Inc. in New York, where he was responsible for client relationships, investment product analysis and marketing initiatives.
He began his career in the independent brokerage business where he managed portfolios for high-net-worth clients.
He received his B.S., Psychology with a minor in Business from The State University of New York.
He holds the CERTIFIED FINANCIAL PLANNER certification and is also a Chartered Life Underwriter.
Actieve functies van Rob Dowling
Bedrijven | Functie | Begin |
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Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Portefeuillebeheerder-Aandelen | 01-01-2011 |
Eerdere bekende functies van Rob Dowling
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GunnAllen Financial, Inc.
GunnAllen Financial, Inc. Investment Banks/BrokersFinance GunnAllen Financial, Inc. provided financial investment services. The firm offered securities brokerage, merger and acquisitions, retirement planning and investment advisory services. The company was founded in 1986 and was headquartered in Tampa, FL. | Verkoop & Marketing | - |
Opleiding van Rob Dowling
The State University of New York | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
GunnAllen Financial, Inc.
GunnAllen Financial, Inc. Investment Banks/BrokersFinance GunnAllen Financial, Inc. provided financial investment services. The firm offered securities brokerage, merger and acquisitions, retirement planning and investment advisory services. The company was founded in 1986 and was headquartered in Tampa, FL. | Finance |