Bob Whelan

Bob Whelan Email and Phone Number

Tenured advisor focused on consistently delivering the best client experience. @ Montis Financial
Boston, MA, US
Bob Whelan's Location
Greater Boston, United States, United States
Bob Whelan's Contact Details
About Bob Whelan

Experienced Vice President with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Tax Planning, Risk Management, Investment Management, and Nonprofit Management. Strong professional with a BA focused in Economics from Boston University.

Bob Whelan's Current Company Details
Montis Financial

Montis Financial

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Tenured advisor focused on consistently delivering the best client experience.
Boston, MA, US
Website:
montisfinancial.com
Employees:
22
Bob Whelan Work Experience Details
  • Montis Financial
    Montis Financial
    Boston, Ma, Us
    View
  • Montis Financial
    Senior Financial Advisor
    Montis Financial Apr 2024 - Present
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  • Wilmington Trust
    Senior Wealth Advisor
    Wilmington Trust Jul 2020 - Apr 2024
    Wilmington, De, Us
    View
  • Lido Advisors, Llc
    Vp, Advisor
    Lido Advisors, Llc Aug 2019 - Jul 2020
    Los Angeles, Ca, Us
    View
  • Ferris Capital, Llc
    Senior Vice President
    Ferris Capital, Llc May 2017 - Aug 2019
    Southborough, Massachusetts, Us
    View
  • The Colony Group Llc
    Senior Vice President
    The Colony Group Llc Sep 2006 - Mar 2017
    Boston, Massachusetts, Us
    View
  • Kobren Insight Management
    Vice President
    Kobren Insight Management Apr 1995 - Aug 2006
    Newton, Ma, Us
    Director Insitutional SalesDirector Retail SalesRelationship ManagerNow part of Adviser Investments; a leading expert on mutual funds and undiscovered managers.
    View
  • Bts Asset Management
    Vice President
    Bts Asset Management Apr 1991 - Apr 1995
    Lincoln, Ma, Us
    Regional Sales Vice President, SoutheastFounded in 1979, BTS has been one of the nation’s premier third party money managers, providing risk management solutions for all investors.
    View

Bob Whelan Skills

Portfolio Management Tax Planning Tax Preparation Estate Planning Strategic Financial Planning New Business Development Non Profit Administration Financial Planners Investments Investment Advisory Investment Management Alternative Investments Asset Management Investment Strategies Risk Management Asset Allocation Financial Advisory Retirement Retirement Planning Equities Business Development Wealth Management Leadership

Bob Whelan Education Details

  • Boston University
    Boston University
    Economics
  • Yorktown High School
    Yorktown High School
    Na

Frequently Asked Questions about Bob Whelan

What company does Bob Whelan work for?

Bob Whelan works for Montis Financial

What is Bob Whelan's role at the current company?

Bob Whelan's current role is Tenured advisor focused on consistently delivering the best client experience..

What is Bob Whelan's email address?

Bob Whelan's email address is rw****@****oup.com

What is Bob Whelan's direct phone number?

Bob Whelan's direct phone number is +178191*****

What schools did Bob Whelan attend?

Bob Whelan attended Boston University, Yorktown High School.

What are some of Bob Whelan's interests?

Bob Whelan has interest in Social Services.

What skills is Bob Whelan known for?

Bob Whelan has skills like Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial Planning, New Business Development, Non Profit Administration, Financial Planners, Investments, Investment Advisory, Investment Management, Alternative Investments.

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