Doug Bobrow, Cfa Email and Phone Number
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I advise business owners and corporate executives on wealth management strategies. These considerations span portfolio construction, specialized lending, tax-efficient estate planning, and high-touch banking.My core competencies are guiding clients through liquidity events from the sale of businesses or concentrated stock positions, analyzing stock options and deferred compensation benefits, making estate plan more tax-efficient, and tailoring investment portfolio to current market conditions and family goals.I am supported by an outstanding team in Philadelphia, PA.After completing a double major in Biology & Economics from Bucknell University and spending the first chapter of my career at Deloitte Consulting, I graduated from the Darden School of Business at the University of Virginia. I leverage the generalist problem-solving skills I have built throughout my career to best meet my clients' complex challenges.
J.P. Morgan
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- jpmorgan.com
- Employees:
- 59438
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Executive Director, Private BankJ.P. Morgan Jul 2015 - PresentGreater Philadelphia AreaJ.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERALGOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. -
Co-FounderOnpoint Nutrition Jun 2015 - PresentPhiladelphia, PaOnPoint Nutrition is a Philadelphia nutrition practice committed to helping people achieve their health and wellness goals through one-on-one nutrition counseling. Our philosophy is based upon three core principles: nutrition education, active coaching, and long-term success. Our company is positioned as a "nutritionist-in-your-pocket" that delivers nutrition coaching virtually at a fraction of a cost of clinical or medical service. We are proud to offer a customer-centric approach to nutrition and lifestyle improvements.I am responsible for the finance, accounting, SEO, and back-office functions of the business. I team with the company Founder, Britney Kennedy, to set the business strategy, implement processes and guide marketing and corporate development. -
Human Capital ConsultantDeloitte Consulting Jul 2009 - Jul 2013Harrisburg, PaCommonwealth of Pennsylvania: Case Management Transformation• Agency Point of Contact: liaised directly with Executive Directors to prepare organization for custom information system launch; provided on-site support during 67 go-live sessions to 2,500 staff• Developed key performance metrics and built reporting framework to measure system adoption success across PennsylvaniaCommonwealth of Pennsylvania: 2010 Gubernatorial Transition: Executive Staff Onboarding• Advised cabinet-level executives on key challenges within Pennsylvania’s benefits and entitlements programs to jumpstart strategic policy and IT investments• Analyzed budget and expense data to identify possible areas of entitlement fraud, waste and abuse; delivered findings to eight Deputy Secretaries during 12 presentationsCommonwealth of Pennsylvania: Workers Compensation Modernization• Measured impact of new information system on organization model and job functions; organized findings into deliverable that spanned 100+ positions and seven departments• Managed team of three analysts to translate technical system specification to role-based training materials; delivered training across PennsylvaniaState of New York: Agency Launch• Led team of five staff across US and India to develop materials for and deliver training to 500+ new staff responsible for protecting New York’s disabled citizens; Governor Cuomo identified agency launch as key 2013 initiativeInternal Contributions• Proposal Section Lead: wrote organizational change content for 14 project proposals key to Deloitte’s Public Sector growth strategy, resulting in contracts worth more than $300 million
Doug Bobrow, Cfa Skills
Doug Bobrow, Cfa Education Details
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Management, Strategy -
Graduated Summa Cum Laude
Frequently Asked Questions about Doug Bobrow, Cfa
What company does Doug Bobrow, Cfa work for?
Doug Bobrow, Cfa works for J.p. Morgan
What is Doug Bobrow, Cfa's role at the current company?
Doug Bobrow, Cfa's current role is Executive Director, Banker at JP Morgan Private Bank.
What is Doug Bobrow, Cfa's email address?
Doug Bobrow, Cfa's email address is do****@****ail.com
What is Doug Bobrow, Cfa's direct phone number?
Doug Bobrow, Cfa's direct phone number is +121586*****
What schools did Doug Bobrow, Cfa attend?
Doug Bobrow, Cfa attended University Of Virginia - Darden Graduate School Of Business Administration, Bucknell University, Unionville High School.
What are some of Doug Bobrow, Cfa's interests?
Doug Bobrow, Cfa has interest in Weightlifting, Children, Investing (Mid Cap Growth Companies), Scuba Diving, Basketball, Tennis, Creative Writing.
What skills is Doug Bobrow, Cfa known for?
Doug Bobrow, Cfa has skills like Process Improvement, Training, Microsoft Excel, Leadership, Change Management, Equity Valuation, Financial Modeling, Microsoft Office, Training Strategy, Learning Management, Strategic Business Change, Oracle Upk.
Who are Doug Bobrow, Cfa's colleagues?
Doug Bobrow, Cfa's colleagues are Louise Yu, Shahab Pahrami, Christian Roberts, Celeste Daquino, Angelika Kruger, Juanita Bruner, Michael Meagher.
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