Bob M. McDevitt

Bob M. McDevitt

Nessuna posizione attualmente

Finance
Consumer Services

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

SocietàPosizioneFine
Gestore di Portafoglio-Azioni 01/09/2012
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Formazione di Bob M. McDevitt

Drexel University Masters Business Admin

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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