Bob Bortnick, Cfa

Bob Bortnick, Cfa Email and Phone Number

VP - Wealth Advisor at CI Eaton Private Wealth @
Bob Bortnick, Cfa's Location
Boston, Massachusetts, United States, United States
Bob Bortnick, Cfa's Contact Details

Bob Bortnick, Cfa work email

Bob Bortnick, Cfa personal email

n/a

Bob Bortnick, Cfa phone numbers

About Bob Bortnick, Cfa

Bob is a trusted investment advisor to individuals, families, trusts, endowments, foundations and corporations. Bob manages his clients’ assets in a holistic manner which includes investments in a broadly diversified range of assets and provides financial guidance and strategies to help meet each client’s specific needs. Bob has over 25 years of experience in the investment management industry. Prior to joining Eaton Vance in 1993, Bob was a portfolio manager and securities analyst with Gardner & Preston Moss (GPM), the investment counseling division of INVESCO Management & Research. Bob is a member of the Boston Security Analysts Society (BSAS), The Boston Economic Club and the CFA Institute.Specialties: investment management, financial planning, concentrated stock

Bob Bortnick, Cfa's Current Company Details
CI Eaton Private Wealth

Ci Eaton Private Wealth

VP - Wealth Advisor at CI Eaton Private Wealth
Bob Bortnick, Cfa Work Experience Details
  • Ci Eaton Private Wealth
    Vp - Wealth Advisor
    Ci Eaton Private Wealth Oct 2022 - Present
    Greater Boston Area

Bob Bortnick, Cfa Education Details

Frequently Asked Questions about Bob Bortnick, Cfa

What company does Bob Bortnick, Cfa work for?

Bob Bortnick, Cfa works for Ci Eaton Private Wealth

What is Bob Bortnick, Cfa's role at the current company?

Bob Bortnick, Cfa's current role is VP - Wealth Advisor at CI Eaton Private Wealth.

What is Bob Bortnick, Cfa's email address?

Bob Bortnick, Cfa's email address is rb****@****nce.com

What is Bob Bortnick, Cfa's direct phone number?

Bob Bortnick, Cfa's direct phone number is (617) 482*****

What schools did Bob Bortnick, Cfa attend?

Bob Bortnick, Cfa attended Boston University, Connecticut College.

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