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Bob Siefert
Amministratore Delegato presso Modera Capital, Inc.
Profilo
Mr. Robert D.
Siefert is Wealth Manager & Principal at Modera Wealth Management LLC.
He specializes in portfolio construction, retirement accumulation and distribution strategies, and philanthropic planning.
His interest in philanthropy includes investment advisory services for foundations, trusts and charitable organizations.
He is a member of the National Association of Tax Professionals and the National Association of Personal Financial Advisors.
Mr. Siefert was previously employed as a Consultant by Massachusetts Financial Services Co. He started his own financial planning practice in 1994.
Three years later he joined John LeBlanc, CFP and founded Back Bay Financial Group,Inc., which in 2011 merged with Modera, Inc. to become Modera Wealth Management, LLC.
His earlier corporate experience includes the areas of personal trust management, pension and retirement planning, and mutual fund administration.
He has worked for well-known organizations including SEI Corporation, State Street Bank, The Boston Company and Mellon Bank.
He completed Boston University’s program for Financial Planning and earned his CERTIFIED FINANCIAL PLANNER certification in 1995.
He earned a Bachelor of Arts degree in political science from Holy Cross College and a Master of Business Administration degree from Boston College.
Posizioni attive di Bob Siefert
Società | Posizione | Inizio |
---|---|---|
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Presidente | 01/01/2011 |
Modera Capital, Inc.
![]() Modera Capital, Inc. Investment ManagersFinance Modera Capital, Inc. is a company that specializes in audience strategy, branding, creative, content creation, outbound and inbound marketing, mar-tech integration advising, messaging, media and sales enablement. The company is based in Westwood, NJ and has subsidiaries in the United States. The company has developed category expertise in healthcare, professional services, retail and non-profits. The CEO of the company is Robert David Siefert. | Amministratore Delegato | - |
Precedenti posizioni note di Bob Siefert
Società | Posizione | Fine |
---|---|---|
Back Bay Financial Group, Inc.
![]() Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Fondatore | 31/12/2010 |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 31/12/1996 |
The Boston Co. Holding LLC
![]() The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Vendite & Marketing | 31/12/1994 |
Mellon Bank, NA
![]() Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Formazione di Bob Siefert
Boston College | Masters Business Admin |
Holy Cross College (Indiana) | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 7 |
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The Boston Co. Holding LLC
![]() The Boston Co. Holding LLC Major BanksFinance The Boston Co. Holding LLC is a company that specializes in commercial banking. The company is based in Pittsburgh, PA. | Finance |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Mellon Bank, NA
![]() Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Back Bay Financial Group, Inc.
![]() Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Finance |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
Modera Capital, Inc.
![]() Modera Capital, Inc. Investment ManagersFinance Modera Capital, Inc. is a company that specializes in audience strategy, branding, creative, content creation, outbound and inbound marketing, mar-tech integration advising, messaging, media and sales enablement. The company is based in Westwood, NJ and has subsidiaries in the United States. The company has developed category expertise in healthcare, professional services, retail and non-profits. The CEO of the company is Robert David Siefert. | Finance |
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