Robert Cron Email and Phone Number
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I have successfully worked for over 32 years in the Financial Services and Investment Management industry. I have transitioned many business owners/families from actively running their businesses to being active in retirement. I work to secure individual's financial future through investment planning and wealth preservation. I specialize in Investment Portfolio Construction and Analysis. Part of my role as a trusted advisor is to listen to client's goals and objectives and explain in an understanding manner how they can get there.
Abbey Street
View- Website:
- abbeystreet.com
- Employees:
- 8
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Director Of Investments - Senior AdvisorAbbey Street Nov 2019 - PresentEden Prairie, MinnesotaFor over 32 years I have been helping individuals, families, business owners and companies achieve their financial dreams and goals. I have continued to passionately learn how to improve my client's financial situation without jeopardizing their future or their objectives. I have served as the Managing Director of a Regional Registered Investment Advisory Firm and Senior Vice President of a large financial institution.
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Minnesota Chapter Board Of Directors MemberFolds Of Honor Jul 2014 - PresentGreater Minneapolis-St. Paul AreaBoard member for the Minnesota Chapter of the Folds of Honor Foundation. Of the one million-plus dependents adversely affected by deployments to Iraq and Afghanistan, nearly nine out of 10 do not qualify for federal scholarship assistance. Folds of Honor seeks to meet this need by providing annual educational scholarships to the military families of those who have been killed or disabled while in active duty. These help support private education tuition, tutoring and educational summer camps for children K-12, as well as higher education tuition assistance for spouses and children. Since its founding in 2007, the organization is proud to have awarded over 13,000 scholarships. -
Wealth Management AdvisorUs Bank Nov 2016 - Nov 2019Greater Minneapolis-St. Paul AreaAs a wealth management advisor with The Private Client Reserve, I help clients meet their financial objectives by providing comprehensive wealth management services in the areas of private banking, personal trust, investments management, and financial planning. I accomplish this by understanding my clients’ specific needs and goals, then bringing together the appropriate team of specialists to provide creative and customized financial and tax planning solutions. With over 30 years of financial and investment management experience, I have shown that keeping the clients best interest first, leads to a successful outcome. -
Senior Vice President - Private Wealth AdvisorU.S. Bank Nov 2016 - Nov 2019Greater Minneapolis-St. Paul Area
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Senior Portfolio ManagerBronfman E.L. Rothschild (Formally Baker Tilly Investment Advisors, Lp) Jun 2014 - Nov 2016Greater Minneapolis-St. Paul AreaOur 8 person team is focused on providing clients with investment strategies, wealth appreciation, and Corporate Sponsored Retirement Plans. We also provide individual financial planning for High Net Worth Families and Individuals. Our clients are not high-risk investors chasing recent trends. They are thoughtful, hardworking individuals seeking long-term, strategic guidance. They come to us for a full range of wealth management and investment consulting services, knowing that our independent platform and objective advice delivers the best solutions. They come to us for skilled guidance regarding qualified retirement plans and complex retirement plan issues, knowing we will provide expertise they cannot obtain on their own.
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Managing Director - Senior Portfolio ManagerBaker Tilly Virchow Krause, Llp May 2007 - Jun 2014Greater Minneapolis-St. Paul AreaResponsible for leading the Minneapolis Office of Wealth Advisors and Retirement Plan Specialists. Our 7 person team is focused on providing clients with investment strategies, wealth appreciation, and Corporate Sponsored Retirement Plans. We also provided individual financial planning for High Net Worth Families and Individuals, coordinating with their tax and legal professionals. As a Managing Director, I was Co-Chief Investment Officer, leading the fixed income area for portfolio construction, manager selection, and duration decisions. -
Senior Portfolio ManagerU.S. Bank Jul 1996 - May 2007
Robert Cron Skills
Robert Cron Education Details
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Government
Frequently Asked Questions about Robert Cron
What company does Robert Cron work for?
Robert Cron works for Abbey Street
What is Robert Cron's role at the current company?
Robert Cron's current role is Director of Investments - Senior Advisor at Abbey Street.
What is Robert Cron's email address?
Robert Cron's email address is ro****@****lly.com
What is Robert Cron's direct phone number?
Robert Cron's direct phone number is +161287*****
What schools did Robert Cron attend?
Robert Cron attended St. John's University.
What are some of Robert Cron's interests?
Robert Cron has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Human Rights.
What skills is Robert Cron known for?
Robert Cron has skills like High Net Worth Individuals, Investments, Wealth Management, Portfolio Management, Asset Management, Retirement Planning, Estate Planning, Investment Management, Asset Managment, Finance, Investment Strategies, Financial Services.
Who are Robert Cron's colleagues?
Robert Cron's colleagues are Ben Clymer, Luke Holliday, Jacqueline Richie Stutzman, Nick Famularo, Cfp®, Blake Faust, Cfp®, Aif®, Crps®, Cpfa, Brandt Colville, Aifa®, Eric Schierhorn, Cfp®.
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