Rob Carpenter
Directeur Général chez Baltimore-Washington Financial Advisors, Inc.
Profil
Mr. Robert G.
Carpenter is a Chief Executive Officer & President at Baltimore-Washington Financial Advisors, Inc. He leads the team at BWFA that is dedicated to improving the financial lives of its clients.
He is responsible for overseeing all areas of the firm, Investment Management, Financial Planning, Tax Advisory Services and Mergers and Acquisition, as well as ensuring clients receive the best possible service.
In addition, he has direct responsibility as lead advisor and portfolio manager for many of BWFA’s clients.
He has three decades of experience in the financial industry.
Over the course of his successful career, he has served in numerous management and leadership positions at some of the largest wealth management firms in the country.
Mr. Carpenter began his career working as a financial advisor and he has vast expertise in wealth management, trust services, portfolio management, and financial planning.
Previously, he served as President and one of the founding directors of the Greenspring Tennis & Education Foundation, a non-profit organization that supports the development and growth of tennis and provides tutoring services for youth in Maryland.
He also previously served on the Executive Board of Guidewell Credit Counseling Service of Maryland and Delaware, a non-profit that assists individuals recovering from bad debts and other difficult financial situations.
He earned a bachelor’s degree in Political Science from Hartwick College.
He holds a Wharton/SIA Branch Management Leadership Institute Certificate from The Wharton School at the University of Pennsylvania.
Postes actifs de Rob Carpenter
Sociétés | Poste | Début |
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Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Directeur Général | 01/06/2012 |
Anciens postes connus de Rob Carpenter
Sociétés | Poste | Fin |
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AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | 31/05/2012 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 31/12/2010 |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Corporate Officer/Principal | 31/12/2006 |
Dreyfus Service Corp. | Corporate Officer/Principal | 31/12/1998 |
Prudential Securities | Corporate Officer/Principal | 31/12/1997 |
Formation de Rob Carpenter
Hartwick College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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AMERIPRISE FINANCIAL, INC. | Finance |
Entreprise privées | 8 |
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Citicorp, Inc.
Citicorp, Inc. Regional BanksFinance Citicorp, Inc. operates as a bank holding company. The firm through its subsidiaries provides banking, lending, insurance, investment, and commercial banking services. The company was founded in 1967 and is headquartered in New York, NY. | Finance |
Prudential Securities | Finance |
Dreyfus Service Corp. | |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Finance |
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. Investment ManagersFinance Baltimore-Washington Financial Advisors, Inc. (BWFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbia, Maryland. Founded in 1986, BWFA manages investments primarily for individuals, families, trusts, estates, foundations, and religious, charitable, and other non-profit organizations. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Guy Carpenter & Co., Inc. | Finance |