Bob Phelan Email and Phone Number
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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.
Concierge Financial Advisor
View- Website:
- conciergefinancialadvisor.com
- Employees:
- 3
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Concierge Financial AdvisorFlorida, United States
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Chief Investment OfficerConcierge Financial Advisor Mar 2021 - PresentConcierge 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.
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PresidentWww.Riskdirector.Com Jan 2017 - Mar 2024Providing 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.
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Global Risk Oversight Officer And Head Of Enterprise Risk ManagementAmerican Express Jan 2014 - Aug 2016New York, Ny, UsDeveloped 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. -
Chief Operational Risk Officer And Global Head Of Fraud PreventionAmerican Express Feb 2010 - Jan 2014New York, Ny, UsGlobal 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.
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Chief Credit Officer: Small Business And International ConsumerAmerican Express Jun 2000 - Feb 2010New York, Ny, UsChief Credit Officer: US Small Business, New York (2000 – 2006; 2009-2010)Chief Credit Officer: International (21 Countries) , London (2007-2009)
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Executive Managing Director - Head Of Market And Credit RiskNomura Securities International, Inc. Jan 1993 - Apr 2000Tokyo, JpManaged $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.
Bob Phelan Skills
Bob Phelan Education Details
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Nyu Stern School Of BusinessFinance -
University Of Connecticut School Of BusinessAccounting And Finance
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Cornell UniversityPlanetary Astronomy
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University Of Massachusetts Graduate SchoolStatistical Analysis And Functional Analysis
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Villanova UniversityApplied Mathematics
Frequently Asked Questions about Bob Phelan
What company does Bob Phelan work for?
Bob Phelan works for Concierge Financial Advisor
What is Bob Phelan's role at the current company?
Bob Phelan's current role is Chief Investment Officer at Concierge Financial Advisor LLC.
What is Bob Phelan's email address?
Bob Phelan's email address is bo****@****ess.com
What is Bob Phelan's direct phone number?
Bob Phelan's direct phone number is (605) 782*****
What schools did Bob Phelan attend?
Bob Phelan attended Nyu Stern School Of Business, University Of Connecticut School Of Business, Cornell University, University Of Massachusetts Graduate School, Villanova University.
What are some of Bob Phelan's interests?
Bob Phelan has interest in Science And Technology, Education, Disaster And Humanitarian Relief.
What skills is Bob Phelan known for?
Bob Phelan has skills like Financial Risk, Credit Risk, Risk Management, Operational Risk, Credit Cards, Financial Services, Enterprise Risk Management, Credit, Market Risk, Portfolio Management, Relationship Management, Banking.
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