Bob M. McDevitt
Nessuna posizione attualmente
Profilo
Mr. Robert M.
McDevitt is Financial Advisor at CoreStates Capital Advisors LLC.
He concentrates on working with high net worth clients on wealth accumulation strategies and retirement planning.
He also focuses on qualified retirement plan funding.
He helps clients understand the benefits of working with an investment fiduciary that provide professionally managed ETF asset allocation portfolios, fiduciary protection, and complete cost transparency to plan sponsors.
Mr. McDevitt has several years of experience in corporate benefits including such areas as plan design, investment funding and ongoing plan administration.
He has also worked with individual clients on asset allocation modeling, retirement planning and estate planning.
Mr. McDevitt received his MBA from Drexel University with a concentration in Finance.
Precedenti posizioni note di Bob M. McDevitt
Società | Posizione | Fine |
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CoreStates Capital Advisors LLC
CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Gestore di Portafoglio-Azioni | 01/09/2012 |
Formazione di Bob M. McDevitt
Drexel University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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CoreStates Capital Advisors LLC
CoreStates Capital Advisors LLC Investment ManagersFinance Founded in 2006, CoreStates Capital Advisors LLC is a registered investment advisor located in Yardley, Pennsylvania. | Finance |
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