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Profil
Mr. Robert D.
Siefert is Wealth Manager & Principal at Modera Wealth Management LLC.
He specializes in portfolio construction, retirement accumulation and distribution strategies, and philanthropic planning.
His interest in philanthropy includes investment advisory services for foundations, trusts and charitable organizations.
He is a member of the National Association of Tax Professionals and the National Association of Personal Financial Advisors.
Mr. Siefert was previously employed as a Consultant by Massachusetts Financial Services Co. He started his own financial planning practice in 1994.
Three years later he joined John LeBlanc, CFP and founded Back Bay Financial Group,Inc., which in 2011 merged with Modera, Inc. to become Modera Wealth Management, LLC.
His earlier corporate experience includes the areas of personal trust management, pension and retirement planning, and mutual fund administration.
He has worked for well-known organizations including SEI Corporation, State Street Bank, The Boston Company and Mellon Bank.
He completed Boston University’s program for Financial Planning and earned his CERTIFIED FINANCIAL PLANNER certification in 1995.
He earned a Bachelor of Arts degree in political science from Holy Cross College and a Master of Business Administration degree from Boston College.
Anciens postes connus de Bob Siefert
| Sociétés | Poste | Fin |
|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth aims to optimize the risk-return relationship appropriate to a client’s objectives and risk tolerance. They generally use mutual funds and exchange traded funds for all asset classes in a client portfolio. When utilizing individual stock investments, the firm follows a bottom-up process that seeks to identify high-quality companies, typically with market capitalizations of $3 billion or higher, that are currently trading at attractive or discounted valuations relative to history or to future growth prospects. Modera Wealth looks for companies with a long track record of consistent earnings and cash flow growth, healthy balance sheets, and competitive market positions. The firm prefers companies that engage in shareholder-friendly activities including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. | President | 01/06/2025 |
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Back Bay places a long-term focus on diversity, cost consciousness and tax efficiency. Portfolios include several types of investments, including low cost index funds and ETFs, quantitatively passive funds and actively managed funds selected for their consistent style, performance record and low expenses. Back Bay invests in a range of asset classes with growth and value style characteristics. Allocations to each asset class are determined by the anticipated long-term return, correlation to other asset classes and anticipated volatility. Portfolios include an allocation of fixed-income securities that depend on the risk tolerance of the client. Alternative investments such as domestic and international REITs and absolute return funds provide further diversification that attempts to lower volatility without sacrificing returns. There are no direct investments in limited partnerships or private equity. Exposure to alternative asset classes is achieved by investing in mutual funds selected for their liquidity, marketability and transparency. Portfolios are exposed to a wide variety of asset classes with institutional shares of mutual funds that have lower expenses than equivalent retail funds. Tax efficiency is achieved by maintaining long-term focus and avoiding frequent buying and selling. Back Bay minimizes capital gains taxes by using techniques such as locating tax-inefficient funds in tax-deferred accounts, investing in municipal bonds and utilizing tax-managed funds. The firm offers access to Dimensional Fund Advisors, Inc., an institutional money manager that offers low-cost mutual funds with a unique passive-management strategy. The DFA philosophy is based on the belief that markets are efficient and that passive investing is the surest way to achieve higher after-tax, after-cost returns. DFA does not tie funds to commercial market indices. Instead, they construct funds using quantitative measures associated with sound academic theory. Their flexibility enables them to lower costs by engaging in fewer transactions than most index funds. This strategy is beneficial in the small-cap market, where low liquidity complicates indexing and DFA's presence helps them bargain for better prices. Back Bay provides services to individuals, foundations and endowments. | Fondateur | 31/12/2010 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Corporate Officer/Principal | 31/12/1996 |
The Boston Co. Holding LLC
 The Boston Co. Holding LLC Major BanksFinance Commercial banking | Sales & Marketing | 31/12/1994 |
Modera Capital, Inc.
 Modera Capital, Inc. Investment ManagersFinance Provides wealth management and financial planning services | Directeur Général | - |
Formation de Bob Siefert
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
54
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
The Boston Co. Holding LLC
The Boston Co. Holding LLC Major BanksFinance Commercial banking | Finance |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Finance |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Back Bay places a long-term focus on diversity, cost consciousness and tax efficiency. Portfolios include several types of investments, including low cost index funds and ETFs, quantitatively passive funds and actively managed funds selected for their consistent style, performance record and low expenses. Back Bay invests in a range of asset classes with growth and value style characteristics. Allocations to each asset class are determined by the anticipated long-term return, correlation to other asset classes and anticipated volatility. Portfolios include an allocation of fixed-income securities that depend on the risk tolerance of the client. Alternative investments such as domestic and international REITs and absolute return funds provide further diversification that attempts to lower volatility without sacrificing returns. There are no direct investments in limited partnerships or private equity. Exposure to alternative asset classes is achieved by investing in mutual funds selected for their liquidity, marketability and transparency. Portfolios are exposed to a wide variety of asset classes with institutional shares of mutual funds that have lower expenses than equivalent retail funds. Tax efficiency is achieved by maintaining long-term focus and avoiding frequent buying and selling. Back Bay minimizes capital gains taxes by using techniques such as locating tax-inefficient funds in tax-deferred accounts, investing in municipal bonds and utilizing tax-managed funds. The firm offers access to Dimensional Fund Advisors, Inc., an institutional money manager that offers low-cost mutual funds with a unique passive-management strategy. The DFA philosophy is based on the belief that markets are efficient and that passive investing is the surest way to achieve higher after-tax, after-cost returns. DFA does not tie funds to commercial market indices. Instead, they construct funds using quantitative measures associated with sound academic theory. Their flexibility enables them to lower costs by engaging in fewer transactions than most index funds. This strategy is beneficial in the small-cap market, where low liquidity complicates indexing and DFA's presence helps them bargain for better prices. Back Bay provides services to individuals, foundations and endowments. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth aims to optimize the risk-return relationship appropriate to a client’s objectives and risk tolerance. They generally use mutual funds and exchange traded funds for all asset classes in a client portfolio. When utilizing individual stock investments, the firm follows a bottom-up process that seeks to identify high-quality companies, typically with market capitalizations of $3 billion or higher, that are currently trading at attractive or discounted valuations relative to history or to future growth prospects. Modera Wealth looks for companies with a long track record of consistent earnings and cash flow growth, healthy balance sheets, and competitive market positions. The firm prefers companies that engage in shareholder-friendly activities including a history of dividend payments and, when external growth opportunities are subpar, share buybacks. | Finance |
Holy Cross College (Indiana)
 Holy Cross College (Indiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Modera Capital, Inc.
Modera Capital, Inc. Investment ManagersFinance Provides wealth management and financial planning services | Finance |
