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@allabouttrust.com
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1 phone found area 866
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LinkedIn matched
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John Bobb Cfa, Chfc is listed as Senior Vice President and Senior Portfolio Manager at FineMark National Bank & Trust, a company with 152 employees, based in Fort Myers, Florida, United States. AeroLeads shows a work email signal at allabouttrust.com, phone signal with area code 866, and a matched LinkedIn profile for John Bobb Cfa, Chfc.
John Bobb Cfa, Chfc previously worked as Senior VP and Senior PM at Investors' Security Trust and Senior Vice President and Strategic Wealth Advisor at Suntrust Bank And Trust Co..
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AeroLeads found 1 current-domain work email signal for John Bobb Cfa, Chfc. Compare company email patterns before reaching out.
John has over 30 years of expertise as a top investment specialist including over 20 years as a Portfolio Manager for high and ultra-high net worth clients.In his role of Senior Portfolio Manager, John specializes in developing and managing customized investment portfolios for high net worth investors, trusts, foundations and other non-profit organizations. John leads the development and maintenance of the equity strategies and investments and helps develop the overall investment philosophy for Investors’ Security Trust Company. John has a BS in Finance (graduating Magna Cum Laude) and an MS in Financial Analysis (Graduating with a 4.0 average).
Listed skills include Financial Analysis, Portfolio Management, Investments, Leadership, and 11 others.
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Orlando, Florida Area
I manage investment portfolios for High and Ultra High Net Worth Individuals and Families as well as Foundations. I also manage these relationships. I am the lead Portfolio Manager on our Flagship Core Strategy and part of the team that manages our Dividend Strategy. I am part of the team that manages our investment processes and our asset allocation. I.
Fort Myers, Florida Area
I manage investment portfolios for High and Ultra High Net Worth Individuals and Families as well as Foundations. I also manage these relationships. I run our individual large-cap investment process and our asset allocation process leading our investment team.
Florida
I manage investment portfolios for High and Ultra High Net Worth Individuals and Families as well as Foundations. I managed most the largest relationships in SW Florida. I help manage the Quality Growth Strategy.
Other employees you can reach at finemarkbank.com. View company contacts for 152 employees →
Amelia Green
Colleague at Finemark National Bank & Trust
Fort Myers, Florida, United States, United States
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MD
Manny D.
Colleague at Finemark National Bank & Trust
Miami, Florida, United States, United States
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CC
Cynthia Carlson
Colleague at Finemark National Bank & Trust
Fort Myers, Florida, United States, United States
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DK
Dale Kirk
Colleague at Finemark National Bank & Trust
Naples, Florida, United States, United States
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LN
Lauren Nadolski
Colleague at Finemark National Bank & Trust
Naples, Florida, United States, United States
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VV
Vita Vazquez Allan
Colleague at Finemark National Bank & Trust
Fort Myers, Florida, United States, United States
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CH
Casey Hatch
Colleague at Finemark National Bank & Trust
Naples, Florida, United States, United States
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KL
Kristen Leetch, Cfe, Cams, Cafp
Colleague at Finemark National Bank & Trust
Naples, Florida, United States, United States
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BL
Blaine Lokhorst
Colleague at Finemark National Bank & Trust
Fort Myers, Florida, United States, United States
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NC
Nicholas Catti
Colleague at Finemark National Bank & Trust
Fort Myers, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
John Bobb Cfa, Chfc works for FineMark National Bank & Trust.
John Bobb Cfa, Chfc is listed as Senior Vice President and Senior Portfolio Manager at FineMark National Bank & Trust.
AeroLeads has found 1 work email signal at @allabouttrust.com for John Bobb Cfa, Chfc at FineMark National Bank & Trust.
AeroLeads has found 1 phone signal(s) with area code 866 for John Bobb Cfa, Chfc at FineMark National Bank & Trust.
John Bobb Cfa, Chfc is based in Fort Myers, Florida, United States while working with FineMark National Bank & Trust.
John Bobb Cfa, Chfc has worked for Finemark National Bank & Trust, Investors' Security Trust, and Suntrust Bank And Trust Co..
John Bobb Cfa, Chfc's colleagues at FineMark National Bank & Trust include Amelia Green, Manny D., Cynthia Carlson, Dale Kirk, and Lauren Nadolski.
You can use AeroLeads to view verified contact signals for John Bobb Cfa, Chfc at FineMark National Bank & Trust, including work email, phone, and LinkedIn data when available.
John Bobb Cfa, Chfc is listed with skills including Financial Analysis, Portfolio Management, Investments, Leadership, Wealth Management, Risk Management, Financial Planning, and Investment Analysis.
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