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Bob Munger
Portfolio Manager-Equities at Mercer Global Advisors, Inc.
Profile
Robert Glenn Munger is the founder of Goldstein Munger + Associates, which was founded in 1995.
He held the title of Vice President of Compliance.
Currently, he is a Senior Wealth Advisor & Director at Mercer Global Advisors, Inc. starting in 2022.
Previously, he worked as a Senior Tax & Audit Manager at Seiler LLP.
Mr. Munger received an undergraduate degree from California Polytechnic State University (San Luis Obispo).
Bob Munger active positions
Companies | Position | Start |
---|---|---|
Mercer Global Advisors, Inc.
![]() Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Portfolio Manager-Equities | 03/10/2022 |
Former positions of Bob Munger
Companies | Position | End |
---|---|---|
Seiler LLP
![]() Seiler LLP Other Consumer ServicesConsumer Services Seiler LLP is a professional services firm that has been providing advisory, tax, and accounting services for 65 years. The private company is based in Silicon Valley and is an independent member of HLB, the advisory and accounting network. Seiler delivers sophisticated solutions, innovative thinking, capabilities, and highly personalized service to its clients. The American company was founded in 1957, and the CEO is George D. Marinos. | Corporate Officer/Principal | - |
Goldstein Munger + Associates
![]() Goldstein Munger + Associates Investment ManagersFinance Goldstein Munger + Associates (GM+A) is a SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded in 1995 by Richard Goldstein and Robert Munger. In 2022, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. GM+A provides investment management services to individuals and families. | Founder | - |
Training of Bob Munger
California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Goldstein Munger + Associates
![]() Goldstein Munger + Associates Investment ManagersFinance Goldstein Munger + Associates (GM+A) is a SEC-registered investment advisor and wealth management firm headquartered in San Ramon, California. The firm was founded in 1995 by Richard Goldstein and Robert Munger. In 2022, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. GM+A provides investment management services to individuals and families. | Finance |
Seiler LLP
![]() Seiler LLP Other Consumer ServicesConsumer Services Seiler LLP is a professional services firm that has been providing advisory, tax, and accounting services for 65 years. The private company is based in Silicon Valley and is an independent member of HLB, the advisory and accounting network. Seiler delivers sophisticated solutions, innovative thinking, capabilities, and highly personalized service to its clients. The American company was founded in 1957, and the CEO is George D. Marinos. | Consumer Services |
Mercer Global Advisors, Inc.
![]() Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
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