Bill Robb

Bill Robb Email and Phone Number

Senior Managing Director, Senior Portfolio Manager @
Bill Robb's Location
Summit, New Jersey, United States, United States
Bill Robb's Contact Details
About Bill Robb

Bill Robb is a Senior Managing Director, Senior Portfolio Manager at Peapack-Gladstone Bank Private Banking since 1921. He possess expertise in investments, portfolio management, alternative investments, finance, equities and 15 more skills.

Bill Robb's Current Company Details
Peapack-Gladstone Bank Private Banking since 1921

Peapack-Gladstone Bank Private Banking Since 1921

Senior Managing Director, Senior Portfolio Manager
Bill Robb Work Experience Details
  • Peapack-Gladstone Bank Private Banking Since 1921
    Senior Managing Director, Senior Portfolio Manager
    Peapack-Gladstone Bank Private Banking Since 1921 Jul 2018 - Present
    Bedminster, New Jersey
    PGB Wealth Management and Private Banking offers a single source for investment management (individuals, foundations and endowments); financial, retirement and estate planning; fiduciary services as an executor and/or trustee; and charitable planning.
  • Glenmede Trust Company
    Vice President, Relationship Manager (Portfolio Management)
    Glenmede Trust Company Oct 2009 - Jun 2018
    Morristown, Nj
    Experienced investment manager and advisor to high net worth individuals, large families, senior executives, and endowments and foundations. Manage customized portfolio strategies in accordance with goals and objectives of each individual client utilizing individual securities, passive and active third party managers, hedge funds, private equity, tangible assets, and real estate offerings. Research investment products across asset classes and communicate the firm's investment overview, changes to the portfolio, and investment results to clients in a timely manner. Responsible for retention of terminating trust business and expansion of current book of business.
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  • Hsn Financial Services
    Consultant
    Hsn Financial Services May 2009 - Sep 2009
    New York, Ny
    Start-up third-party marketing firm representing alternative investment management firms.-Manage build out and maintenance of prospective investor database and sales tracking system. -Identify and qualify prospective investors.
  • Cornerstone Advisors
    Associate Client Manager
    Cornerstone Advisors Jun 2005 - Aug 2008
    Bellevue, Wa
    Relationship management at multi-family office and comprehensive wealth management services firm with $3 billion in assets under management catering to high-net-worth individuals and families. Areas of expertise: tax modeling, estate planning, strategic planning, investment strategy and portfolio management, risk management analysis, and cashflow management.
  • Morgan Stanley
    Senior Analyst - Private Wealth Management
    Morgan Stanley Jul 1998 - Nov 2001
    New York, Ny And Boston, Ma
    Founding member of Morgan Stanley’s Boston Private Wealth Management office. Responsible for full range of client relationship, from initial strategy to implementation of the investment process. Primary investments included asset management, equities, debt, structured products, and alternatives.
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  • Morgan Stanley
    Sales Associate - Private Wealth Management
    Morgan Stanley 1996 - 1998
    New York, Ny
    View

Bill Robb Skills

Investments Portfolio Management Alternative Investments Finance Equities Asset Managment Start Ups Financial Analysis Financial Modeling Strategy Risk Management Relationship Management Wealth Management Hedge Funds Fixed Income Asset Allocation Strategic Financial Planning Valuation Derivatives Market Research

Bill Robb Education Details

Frequently Asked Questions about Bill Robb

What company does Bill Robb work for?

Bill Robb works for Peapack-Gladstone Bank Private Banking Since 1921

What is Bill Robb's role at the current company?

Bill Robb's current role is Senior Managing Director, Senior Portfolio Manager.

What is Bill Robb's email address?

Bill Robb's email address is ro****@****oup.com

What is Bill Robb's direct phone number?

Bill Robb's direct phone number is +160233*****

What schools did Bill Robb attend?

Bill Robb attended The Tuck School Of Business At Dartmouth, Hamilton College.

What skills is Bill Robb known for?

Bill Robb has skills like Investments, Portfolio Management, Alternative Investments, Finance, Equities, Asset Managment, Start Ups, Financial Analysis, Financial Modeling, Strategy, Risk Management, Relationship Management.

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