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Bob Phelan Email & Phone Number
Chief Investment Officer at Concierge Financial Advisor LLC
at
Concierge Financial Advisor
1 work email found
@americanexpress.com
1 phone found area 605
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer at Concierge Financial Advisor LLC
Location
Greater Tampa Bay Area, United States
Company size
Who is Bob Phelan? Overview
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Quick answer
Bob Phelan is listed as Chief Investment Officer at Concierge Financial Advisor LLC at Concierge Financial Advisor, a with 3 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at americanexpress.com, phone signal with area code 605, and a matched LinkedIn profile for Bob Phelan.
Bob Phelan previously worked as Chief Investment Officer at Concierge Financial Advisor and President at Www.Riskdirector.Com. Bob Phelan holds 2 Year Post- Mba Certificate, Finance from Nyu Stern School Of Business.
Company email context
Email format at Concierge Financial Advisor
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{first}.{last}@americanexpress.com
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AeroLeads found 1 current-domain work email signal for Bob Phelan. Compare company email patterns before reaching out.
Profile bio
About Bob Phelan
Bob Phelan is the President of Concierge Financial Advisor LLC, a registered investment advisor in Florida and Texas. Bob is a Chartered Financial Analyst (CFA) and has 30+ years of experience as a discretionary investment manager for extended family members. As Chief Risk Officer (Executive Managing Director) for Nomura Securities International, Inc and Global Risk Oversight Officer (Senior Vice President) for American Express, he has 30 years of experience evaluating economic value and assessing risk in investments.He has managed custome portfolios of assets to match clients' goals and values, cash flow needs, and risk profiles. He believes as a fiduciary; an investment advisor must constantly balance risk and opportunity to maximize the potential benefit. Bob is skilled at both the fundamental and technical skills necessary to identify economic value in creating portfolios that contain the right mix of growth, income, innovation, sustainability, tax advantages, inflation protection, and risk management in your financial plan.
Listed skills include Financial Risk, Credit Risk, Risk Management, Operational Risk, and 25 others.
Current workplace
Bob Phelan's current company
Company context helps verify the profile and gives searchers a useful next step.
Concierge Financial Advisor
7 roles
Bob Phelan work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
CurrentConcierge Financial Advisor LLC has been operating and growing for over 3 years as we built the business carefully. We only accepting a few new clients each year as we work with you on asset allocation strategies at least annually and listen to changes in your needs and risk tolerance. Our strategies are designed to manage investments for high-net-worth families or businesses. We utilize strategic and tactical investment plans with active risk management to meet your individual needs. We have the ability, expertise, and experience to bolster your portfolio with customized individual stock holdings, hedging strategies, or option strategies for qualified clients seeking incremental revenue and providing market risk protection in uncertain business cycles. As fiduciaries, we always put our clients’ interests first. Your money will be invested using the same analytical tools and portfolio selection process we use to invest and grow our money.
Mar 2021 - Present
President
Www.Riskdirector.Com
Providing risk advisory services (Enterprise Risk, Fraud, Credit, Cyber, Market, Operations, Technology) with a focus on consumer payments, financial institutions, commercial finance, and asset management. Developing risk frameworks and policies that are supported by transparent risk reporting. Identifying gaps and opportunities in processes, data, and models that could accelerate business development with automated decisions (AI) and risk controls aligned with current risk appetite.
Jan 2017 - Mar 2024
Global Risk Oversight Officer And Head Of Enterprise Risk Management
Developed the enterprise risk framework and comprehensive risk assessment reporting to management and the AXP Board. Managed regulatory risk issues and identified process enhancements contributing $280 million in revenue and improved regulatory and Board assessments. Responsible for company-wide model risk oversight including Basel, CCAR, DFAST and customer value.
Jan 2014 - Aug 2016
Chief Operational Risk Officer And Global Head Of Fraud Prevention
Global risk accountability managing a team of 500 in the Americas, EMEA and Asia including 200 software engineers building AI and machine learning models to improve country specific end-to-end risk decisions. Role included direct responsibility for all operational risk, fraud, privacy and risk technology capabilities.
Feb 2010 - Jan 2014
Chief Credit Officer: Small Business And International Consumer
Chief Credit Officer: US Small Business, New York (2000 – 2006; 2009-2010)Chief Credit Officer: International (21 Countries) , London (2007-2009)
Jun 2000 - Feb 2010
Executive Managing Director - Head Of Market And Credit Risk
Managed $55B in trading exposure across portfolios of equities, mortgages, fixed income, and derivatives. Reported to the CEO with a team of 40 quantitative professionals. Held positions as Chair of Credit Committee and a member of Executive Committee, Capital Commitment Committee, New Products Committee, Merchant Banking Committee, and Operating Committee.
Jan 1993 - Apr 2000
5 education records
Bob Phelan education
2 Year Post- Mba Certificate, Finance
Nyu Stern School Of Business
Mba, Accounting And Finance
University Of Connecticut School Of Business
Research Grant - National Science Foundation, Planetary Astronomy
Cornell University
Master'S Degree & Abd-Ph.D., Statistical Analysis And Functional Analysis
University Of Massachusetts Graduate School
Bachelor Of Science (Bs), Applied Mathematics
Villanova University
FAQ
Frequently asked questions about Bob Phelan
Quick answers generated from the profile data available on this page.
What company does Bob Phelan work for?
Bob Phelan works for Concierge Financial Advisor.
What is Bob Phelan's role at Concierge Financial Advisor?
Bob Phelan is listed as Chief Investment Officer at Concierge Financial Advisor LLC at Concierge Financial Advisor.
What is Bob Phelan's email address?
AeroLeads has found 1 work email signal at @americanexpress.com for Bob Phelan at Concierge Financial Advisor.
What is Bob Phelan's phone number?
AeroLeads has found 1 phone signal(s) with area code 605 for Bob Phelan at Concierge Financial Advisor.
Where is Bob Phelan based?
Bob Phelan is based in Greater Tampa Bay Area, United States while working with Concierge Financial Advisor.
What companies has Bob Phelan worked for?
Bob Phelan has worked for Concierge Financial Advisor, Www.Riskdirector.Com, American Express, and Nomura Securities International, Inc..
How can I contact Bob Phelan?
You can use AeroLeads to view verified contact signals for Bob Phelan at Concierge Financial Advisor, including work email, phone, and LinkedIn data when available.
What schools did Bob Phelan attend?
Bob Phelan holds 2 Year Post- Mba Certificate, Finance from Nyu Stern School Of Business.
What skills is Bob Phelan known for?
Bob Phelan is listed with skills including Financial Risk, Credit Risk, Risk Management, Operational Risk, Credit Cards, Financial Services, Enterprise Risk Management, and Credit.
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