Bob Pugh Location

Gainesville, VA, US

Bob Pugh Work

  • 2005 - now  President and Owner @ Insight Wealth Management, Inc.
  • 1999 - 2017 Chartered Financial Analyst (CFA) Exam Educator @ Schweser and Stalla (Becker Professional Review)
  • 2010 - 2011 Host @ "The Insightful Investor" Talk Radio
  • 2009 - 2011 Presidents Council Representative @ CFA Institute
  • 2001 - 2009 Practitioner Faculty @ The Johns Hopkins University
  • 2005 - 2007 Past President @ CFA Society of Washington, DC
  • 1999 - 2003 Senior Financial Analyst @ Prince William County Government
  • 1997 - 1998 Director of Research @ Investment Firm in Washington, DC Area
  • 1996 - 1997 Economic Analyst @ Central Intelligence Agency
  • 1988 - 1996 Tenured Faculty Member and Economist @ Surry Community College

Bob Pugh Education

  • University of North Carolina at Greensboro

    MA (Financial Economics)

    1988 - 1991
  • Johns Hopkins University, School of Advanced International Studies

    MA (Global Political Economy)

    1979 - 1981
  • University of North Carolina at Greensboro

    Bachelor of Science (B.S.) (Economics and Political Science)

    1975 - 1979

Bob Pugh Skills

  • Investments
  • Portfolio Management
  • Wealth Management
  • Valuation
  • Retirement Planning
  • Financial Advisory
  • Economics
  • Asset Allocation
  • Equities
  • Financial Analysis

Bob Pugh Summary

Bob Pugh, based in Gainesville, VA, US, is currently a President and Owner at Insight Wealth Management, Inc.. Bob Pugh brings experience from previous roles at Schweser and Stalla (Becker Professional Review), "The Insightful Investor" Talk Radio, CFA Institute and The Johns Hopkins University. Bob Pugh holds a 1988 - 1991 MA in Financial Economics @ University of North Carolina at Greensboro. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Valuation, Retirement Planning and more. Bob Pugh has 2 emails on RocketReach.
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