2002 -
2007 Senior Vice President Investment Director NJ and PA @ Bank of America Private Bank
2002 -
2007 Managing Director NJ and PA @ Columbia Management Group
1989 -
2002 First Vice President @ Mellon Bank Private Asset Management
Robert Chappelear Education
Susquehanna University
B.S. Business Administration (Finance & Management)
1981
-
1985
Robert Chappelear Skills
Wealth Management
Management
Asset Allocation
Portfolio Management
Series 7
Banking
Investments
Asset Management
Mutual Funds
Investment Advisory
Equities
Alternative Investments
Retirement Planning
Fixed Income
Securities
Business Development
Team Building
Process Improvement
Sales
Robert Chappelear Summary
Robert Chappelear, based in Devon, PA, US, is currently a Senior Vice President at Wells Fargo. Robert Chappelear brings experience from previous roles at Bank of America Private Bank, Columbia Management Group and Mellon Bank Private Asset Management. Robert Chappelear holds a 1981 - 1985 B.S. Business Administration in Finance & Management @ Susquehanna University. With a robust skill set that includes Wealth Management, Management, Asset Allocation, Portfolio Management, Series 7 and more. Robert Chappelear has 2 emails and 1 mobile phone numbers on RocketReach.
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