Profil
Mr. Rob W.
Berkebile, CPA, is Partner at ParenteBeard Wealth Management LLC.
He received his undergraduate degree from the Shippensburg University of Pennsylvania.
Postes actifs de Rob W. Berkebile
| Sociétés | Poste | Début |
|---|---|---|
Beard Miller Co. LLP
Beard Miller Co. LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Directeur/Membre du Conseil | - |
Anciens postes connus de Rob W. Berkebile
| Sociétés | Poste | Fin |
|---|---|---|
Beard Miller Financial Advisors LLP
Beard Miller Financial Advisors LLP Investment ManagersFinance Beard Miller Financial Advisors develops an asset allocation model based on each clients' risk tolerance, time horizon and tax implications. They select nationally prominent money managers and/or mutual funds appropriate for each client's investment objectives. The firm works to find the best managers by investment asset class and assists clients in the process of selecting the most suitable investment products. These managers are researched and reviewed through a comprehensive due diligence process with consideration given to key factors including fund performance, manager tenure, turnover rate, expense ratios, and tax efficiency. | Directeur en chef des Investissements | 07/09/2012 |
Domani Wealth LLC
Domani Wealth LLC Investment ManagersFinance Domani Wealth utilizes a team-led approach. The firm uses different methods of security analysis such as fundament and technical. In implementing investment advice, they may utilize investment strategies such as long-term purchases, margin transactions and individual entities/hedging. | Gestionnaire de Portefeuille-Actions | - |
Formation de Rob W. Berkebile
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Domani Wealth LLC
Domani Wealth LLC Investment ManagersFinance Domani Wealth utilizes a team-led approach. The firm uses different methods of security analysis such as fundament and technical. In implementing investment advice, they may utilize investment strategies such as long-term purchases, margin transactions and individual entities/hedging. | Finance |
Beard Miller Co. LLP
Beard Miller Co. LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Shippensburg University of Pennsylvania
Shippensburg University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beard Miller Financial Advisors LLP
Beard Miller Financial Advisors LLP Investment ManagersFinance Beard Miller Financial Advisors develops an asset allocation model based on each clients' risk tolerance, time horizon and tax implications. They select nationally prominent money managers and/or mutual funds appropriate for each client's investment objectives. The firm works to find the best managers by investment asset class and assists clients in the process of selecting the most suitable investment products. These managers are researched and reviewed through a comprehensive due diligence process with consideration given to key factors including fund performance, manager tenure, turnover rate, expense ratios, and tax efficiency. | Finance |
















