![Bob Marton](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Robert Marton is a Senior Managing Director & Senior Wealth Advisor at Lido Advisors LLC.
He joined Lido Advisors in October 2019.
A founding member of his former group, a major wirehouse, Bob sets strategic direction and vision by working closely with the team to deliver superior wealth management services to clients.
His focus is directed toward exceptional client service through strong attention to detail and innovative financial planning that upholds the financial goals of his clients.
He began his career in finance in the mid-1980s, working on the trading floor of the New York Mercantile Exchange (NYMEX), before joining Merrill Lynch in 2008.
He holds the Certified Financial Planner CFP certification, as well as the Certified Investment Management Analyst, CIMA designation as an advanced investment consultant.
A graduate of the University of Maryland, Bob has been a resident of Florida since 1993.
Actieve functies van Bob Marton
Bedrijven | Functie | Begin |
---|---|---|
Lido Advisors LLC
![]() Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Portefeuillebeheerder-Aandelen | 01-10-2019 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
Lido Advisors LLC
![]() Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Finance |