Chuck Roberson
Plus aucun poste en cours
Profil
Mr. Chuck Roberson is Wealth Manager at Modera Wealth Management LLC.
He has over 25 years of experience as a financial planner with a particular emphasis on investments and insurance.
In his current role, he manages all aspects of the client relationship, from constructing investment portfolios to developing financial plans to implementing key strategies to help clients build and manage their wealth.
Prior to joining Modera, Mr. Roberson was an associate with Lee-Nolan Associates, LLC of Little Falls, NJ, and an investment specialist and manager at Heritage Financial Group of Oradell, NJ.
He received a Bachelor's Degree in Business from the University of Delaware.
He also received a Certificate in Personal Planning from the American College.
In addition to his role as a CFP professional, he is a Chartered Life Underwriter.
He is a Registered Financial Advisor with the National Association of Personal Financial Advisors.
Anciens postes connus de Chuck Roberson
| Sociétés | Poste | Fin |
|---|---|---|
Greenbaum & Orecchio, Inc.
 Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Analyst-Equity | 31/12/2008 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Gestionnaire de Portefeuille-Actions | - |
Heritage Financial Group (Old) (Georgia)
 Heritage Financial Group (Old) (Georgia) Financial ConglomeratesFinance Heritage Financial Group provides financial services to individuals and small to mid-sized businesses. The lending activities of the Group include residence loans, multi-family residence loans, commercial property loans, consumer and commercial business loans. The Group offers deposit accounts having different interest rates and terms, which generally include savings accounts, money market deposits, term certificate accounts and checking accounts. The Group operates through six full service banking offices in Albany, Georgia, and Dougherty, Lee, Mitchell and Worth counties in Georgia. It provides investment products, life, health, disability and long-term care insurance. The company was founded in February 2002 and is headquartered in Albany, GA. | Corporate Officer/Principal | - |
Formation de Chuck Roberson
| University of Delaware | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Greenbaum & Orecchio, Inc.
Greenbaum & Orecchio, Inc. Investment ManagersFinance Greenbaum and Orecchio, Inc. is a registered investment advisor firm located in Old Tappan, New Jersey | Finance |
Heritage Financial Group (Old) (Georgia)
Heritage Financial Group (Old) (Georgia) Financial ConglomeratesFinance Heritage Financial Group provides financial services to individuals and small to mid-sized businesses. The lending activities of the Group include residence loans, multi-family residence loans, commercial property loans, consumer and commercial business loans. The Group offers deposit accounts having different interest rates and terms, which generally include savings accounts, money market deposits, term certificate accounts and checking accounts. The Group operates through six full service banking offices in Albany, Georgia, and Dougherty, Lee, Mitchell and Worth counties in Georgia. It provides investment products, life, health, disability and long-term care insurance. The company was founded in February 2002 and is headquartered in Albany, GA. | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
