Chief Investment Officer @ (August 2004 - March 2026)
Bob Weisse Education
Babson College
Bachelor of Science (B.S.) (Finance, General)
2000-2004
Bob Weisse Skills
Portfolio Management
Financial Advisory
Investment Advisory
Wealth Management
Securities
Investment Management
Mutual Funds
Strategic Financial Planning
Retirement
Asset Allocation
Investment Strategies
Wealth
Asset Management
Alternative Investments
ETFs
Financial Planning
Independent Financial Advice
Investments
Registered Investment Advisor
Chartered Financial Analyst
High Net Worth
Certified Financial
Bonds
Fixed Income
Registered Investment
Retirement Planning
Wealth Management Services
Finance
Chartered Financial
Equities
High Net Worth Individuals
Certified Financial Planner
Independent Financial
Strategic Financial
Hedge Funds
Bob Weisse Summary
Bob Weisse, based in Westwood, MA, US, is currently a Managing Partner, Financial Advisor, Sr. Investment Strategist at Savant Wealth Management. Bob Weisse brings experience from previous roles at Heritage Financial Services, LLC. Bob Weisse holds a 2000 - 2004 Bachelor of Science (B.S.) in Finance, General @ Babson College. With a robust skill set that includes Portfolio Management, Financial Advisory, Investment Advisory, Wealth Management, Securities and more. Bob Weisse has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Bob Weisse?
Find contact details for 700 million professionals.