Bob Willen

Portfolio Manager-Equities at WBH Advisory, Inc.

Finance

Consumer Services

Profile

Mr. Robert J.
Willen, CFA MBA, is a Senior Wealth Advisor at WBH Advisory, Inc. Prior to joining WBH Advisory in 2000, he worked for a financial and accounting consulting firm where he performed financial valuations on various privately held businesses as well as intellectual property portfolios.
Previously, he spent over five years in the banking and mortgage lending industry.
He is a graduate of Tufts University with a Bachelors degree in Political Science and the Robert H.
Smith School of Business at the University of Maryland, College Park where he received an MBA with a concentration in Finance.
He has earned the right to use the Chartered Financial Analyst designation.

Bob Willen active positions

Companies	Position	Start
WBH Advisory, Inc. WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs.	Portfolio Manager-Equities	31/12/1999

All active positions of Bob Willen

Former positions of Bob Willen

Companies	Position	End
Wagner Capital Management Corp. Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore.	Portfolio Manager-Equities	30/12/2008

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Training of Bob Willen

Tufts University	Undergraduate Degree
Robert H. Smith School of Business	Masters Business Admin

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Linked companies

Private companies	2
Wagner Capital Management Corp. Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore.	Finance
WBH Advisory, Inc. WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs.	Finance