Profil
Mr. Jesse H.
Robinson is a Senior Investment Analyst at River Wealth Advisors LLC.
He has over 8 years of finance, analysis, and client service experience to River Wealth Advisors.
He collaborates with the firm’s investment advisors to deliver exceptional client service, maintain client objectives within portfolios, and manage trades for our clients’ accounts.
He holds a Series 65 license.
Prior to joining our firm, he was an accountant for JMT, where he maintained contracts and oversaw budgeting and forecasting.
He received a Bachelor of Science degree in Accounting and Finance from Eastern University.
Aktive Positionen von Jesse Robinson
| Unternehmen | Position | Beginn |
|---|---|---|
River Wealth Advisors LLC
 River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Analyst-Equity | 01.03.2020 |
Ausbildung von Jesse Robinson
| Eastern University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
River Wealth Advisors LLC
River Wealth Advisors LLC Investment ManagersFinance River Wealth Advisors LLC (River Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in Camp Hill, Pennsylvania. The firm was founded by Robert E. Caplan and Edward B. O'Gorman in 2014. They are owned by River Wealth Holdings LLC, which is principally owned by RWA Legacy Partners LLC. River Wealth provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. | Finance |
