Bill Robb
- Role
- Senior Managing Director, Senior Portfolio Manager at Peapack Private Bank & Trust
- Location
- Summit, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Managing Director, Senior Portfolio Manager
Jul 2018 — Present · Bedminster, NJ, US
PGB Wealth Management and Private Banking offers a single source for investment management (individuals, foundations and endowments); financial, retirement and estate planning; fiduciary services as an executor and/or trustee; and charitable planning.
Skills
- Hedge Funds
- Investments
- Asset Allocation
- Risk Management
- Alternative Investments
- Relationship Management
- Market Research
- Equities
- Strategic Financial Planning
- Derivatives
- Finance
- Financial Analysis
- Portfolio Management
- Start-Ups
- Asset Managment
- Fixed Income
- Wealth Management
- Financial Modeling
- Valuation
- Strategy
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