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Bob Hapanowicz
Directeur Général chez
Hapanowicz & Associates Financial Services, Inc.
Profil
Mr. Robert E.
Hapanowicz is a Chief Executive Officer & Senior Wealth Advisor at Hapanowicz & Associates Financial Services, Inc. He founded H&A more than 30 years ago to provide comprehensive financial advice and investment and wealth management services that help people pursue their wealth goals.
He is responsible for providing strategic leadership for the company by working with management to establish long-term goals, strategies, plans, and policies.
He also plans, develops, organizes, implements, directs, and evaluates H&A’s fiscal functions and performance.
He is a Wealth Advisor and the primary manager of all client relationships at H&A, managing existing client relationships and formulating and implementing financial strategies and advice.
Prior to founding H&A, he began his career with Advest, Inc. in 1987.
He is an Accredited Investment Fiduciary and holds a Bachelor of Science in Business and Economics from Edinboro University.
Postes actifs de Bob Hapanowicz
| Sociétés | Poste | Début |
|---|---|---|
Hapanowicz & Associates Financial Services, Inc.
 Hapanowicz & Associates Financial Services, Inc. Investment ManagersFinance H&A seeks to capture as much market upside as possible while keeping portfolio risk and expenses to a minimum. The firm uses globally diversified, cost-effective, and tax-efficient portfolios with a tilt toward value-driven stocks. They avoid alternative investments because of their high expenses and mediocre long-term performance record. Their strategies are passive at the security level but active at the portfolio layer. | Directeur Général | 01/01/1991 |
Formation de Bob Hapanowicz
Expériences
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Entreprise privées
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Relations au 1er degré
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Edinboro University of Pennsylvania
 Edinboro University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hapanowicz & Associates Financial Services, Inc.
Hapanowicz & Associates Financial Services, Inc. Investment ManagersFinance H&A seeks to capture as much market upside as possible while keeping portfolio risk and expenses to a minimum. The firm uses globally diversified, cost-effective, and tax-efficient portfolios with a tilt toward value-driven stocks. They avoid alternative investments because of their high expenses and mediocre long-term performance record. Their strategies are passive at the security level but active at the portfolio layer. | Finance |
