Robert James Dent

Robert James Dent

Gestore di Portafoglio-Azioni presso Bank of America, NA (Private Banking)

Finance
Utilities
Consumer Services

Profilo

Mr. Robert J.
Dent, CFA MBA, is a Managing Director & Portfolio Manager at Bank of America, NA.
In this role, he is responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy.
This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth.
In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Prior to his joining Bank of America Private Bank, he was head of Venture Capital Services Group and a vice president in Swaps and Derivatives Structuring at Goldman Sachs.
He also worked as a marketing strategist and analyst with Air Liquide America, and served as a chemical engineer and project manager for Solvay & Cie, in Belgium and France.
He earned his Bachelors of Science degree in Chemical Engineering from Northwestern University, his Master's degree in Business Administration with concentration in Financial Engineering and Investment Management from the Massachusetts Institute of Technology.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute of San Francisco.

Posizioni attive di Robert James Dent

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2004
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Precedenti posizioni note di Robert James Dent

SocietàPosizioneFine
Corporate Officer/Principal -
Corporate Officer/Principal -
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Formazione di Robert James Dent

Massachusetts Institute of Technology Masters Business Admin
Northwestern University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

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Aziende private

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Uomo

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Aziende private3

Finance

Finance

Utilities

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