Robert Hy Gorman
Fondateur chez Apollon Wealth Management LLC
Profil
Mr. Robert H.
Gorman is a Chief Executive Officer at APOLLON FINANCIAL LLC and a Founding Partner & Chief Operating Officer at Apollon Wealth Management LLC.
He serves as Director of Financial Planning for the firm and has taken the helm of building Apollon’s unique trading platform.
With 15+ years in the field, he specializes in serving multi-generational families, entrepreneurs and executives with a concentration on estate planning for the high net worth sector.
He established his career at the Gorman Financial Group/Northwestern Mutual in 2004.
He earned a Master of Science in Financial Services (MSFS) from the American College, as well as a Bachelor of Science in Management Information Systems from Wake Forest University.
Professional certifications include: CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Estate Planner (AEP®).
Postes actifs de Robert Hy Gorman
| Sociétés | Poste | Début |
|---|---|---|
Apollon Wealth Management LLC
 Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles. | Fondateur | 01/02/2018 |
APOLLON FINANCIAL LLC
 APOLLON FINANCIAL LLC Investment ManagersFinance APOLLON FINANCIAL LLC, a subsidiary of Prestige WW, LLC, is a company headquartered in Mount Pleasant, SC. The firm provides investment advice. Robert Hy Gorman is the current CEO, occupying that position since 2022. | Directeur Général | 01/06/2022 |
Formation de Robert Hy Gorman
| Wake Forest University | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Apollon Wealth Management LLC
Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles. | Finance |
APOLLON FINANCIAL LLC
APOLLON FINANCIAL LLC Investment ManagersFinance APOLLON FINANCIAL LLC, a subsidiary of Prestige WW, LLC, is a company headquartered in Mount Pleasant, SC. The firm provides investment advice. Robert Hy Gorman is the current CEO, occupying that position since 2022. | Finance |