Robert M. Freeman
Geen lopende functies
Profiel
Mr. Robert M.
Freeman, Jr., is Senior Consultant at Capital Advisory Group.
He joined Capital Advisory Group in 2003.
Prior to that, he spent 5 years providing consulting services to personal financial planners.
With over thirteen years of financial planning experience, he specializes in providing wealth management and investment advisory services for high net worth individuals and families.
Mr. Freeman is a Certified Financial Planner professional and holds a BA in Finance from St. Andrews Presbyterian College and an MA in Finance from the University of Florida.
Eerdere bekende functies van Robert M. Freeman
Bedrijven | Functie | Einde |
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CapGroup Advisors LLC
CapGroup Advisors LLC Investment ManagersFinance Founded in 1983 by Richard Smith, Capital Advisory Group is a registered investment advisor located in Richmond, Virginia. The firm is owned by Focus Operating LLC, which is wholly-owned by Focus Financial Partners LLC. They are also known as Capital Advisory Group. CapGroup provides asset management and investment consulting services for high net-worth families and middle-market institutional investors including pensions, 401(k) plans and charitable foundations. | Corporate Officer/Principal | - |
Opleiding van Robert M. Freeman
St. Andrews Presbyterian College | Undergraduate Degree |
University of Florida | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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CapGroup Advisors LLC
CapGroup Advisors LLC Investment ManagersFinance Founded in 1983 by Richard Smith, Capital Advisory Group is a registered investment advisor located in Richmond, Virginia. The firm is owned by Focus Operating LLC, which is wholly-owned by Focus Financial Partners LLC. They are also known as Capital Advisory Group. CapGroup provides asset management and investment consulting services for high net-worth families and middle-market institutional investors including pensions, 401(k) plans and charitable foundations. | Finance |