Rob Kaercher
Gestionnaire de Portefeuille-Actions chez Smith & Howard Wealth Management LLC
Profil
Mr. Robert L.
Kaercher is a Wealth Manager at Smith & Howard Wealth Management LLC.
He works closely with clients to understand their investment goals, personal financial objectives and risk tolerances.
He also serves as one of our consultants on retirement plans for businesses.
He has more than two decades of investment industry experience and is a Member of the Investment Management Consultant Association.
Mr. Kaercher was employed as a Vice President & Wealth Portfolio Manager by Wachovia Corp.
and a Portfolio Manager by Wilmington Trust Co.
He received his BS in Forest Resource Management from West Virginia University, and his Masters of Business Administration, with an emphasis in Finance, from Pennsylvania State University.
Postes actifs de Rob Kaercher
| Sociétés | Poste | Début |
|---|---|---|
Smith & Howard Wealth Management LLC
 Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/02/2010 |
Anciens postes connus de Rob Kaercher
| Sociétés | Poste | Fin |
|---|---|---|
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 31/12/2009 |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | 31/01/2002 |
Formation de Rob Kaercher
| The Pennsylvania State University | Masters Business Admin |
| West Virginia University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Smith & Howard Wealth Management LLC
Smith & Howard Wealth Management LLC Investment ManagersFinance Smith & Howard Wealth Management LLC (SHWM) is a registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Frederick S. Wright IV in 1999 and is a subsidiary of Smith & Howard Holding LLC. SHWM provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and charitable organizations. | Finance |
Wachovia Corp.
Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Finance |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
