Robert D. Kantor
Oprichter bij XML Financial Group LLC
Profiel
Mr. Robert D.
Kantor is a Chief Investment Officer at XML Financial LLC and at XML Financial Group LLC.
He is on the Board of Directors at Alzheimer’s Association.
He oversees the firm’s investment advisory activity and is also head of the firm’s investment committee.
Previously, he was Vice President and a Senior Financial Advisor at Merrill Lynch, where he specialized in custom retirement plan design.
In addition, he also served on the Advisory Council to Management and was a founder of the Charitable Giving Committee.
He received a Bachelor of Science in business management from the University of Maryland’s Robert H.
Smith School of Business.
Actieve functies van Robert D. Kantor
Bedrijven | Functie | Begin |
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XML Financial Group LLC
XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | Oprichter | 01-01-2004 |
Alzheimer’s Association
Alzheimer’s Association Miscellaneous Commercial ServicesCommercial Services The Alzheimer's Association is based in Chicago, IL and has subsidiaries in the United States. The Alzheimer's Association provides information and resources for Alzheimer's and other dementias. Alzheimer’s Association was founded in 1980. Joanne Pike has been the CEO of the company since 2016. | Directeur/Bestuurslid | - |
XML Financial LLC
XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients. | Oprichter | 01-01-2016 |
Eerdere bekende functies van Robert D. Kantor
Bedrijven | Functie | Einde |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Opleiding van Robert D. Kantor
Robert H. Smith School of Business | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Alzheimer’s Association
Alzheimer’s Association Miscellaneous Commercial ServicesCommercial Services The Alzheimer's Association is based in Chicago, IL and has subsidiaries in the United States. The Alzheimer's Association provides information and resources for Alzheimer's and other dementias. Alzheimer’s Association was founded in 1980. Joanne Pike has been the CEO of the company since 2016. | Commercial Services |
XML Financial Group LLC
XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | Commercial Services |
XML Financial LLC
XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients. | Finance |