Profile
Robert Mark Borkowski is currently Financial Advisor & Managing Director at Janney Montgomery Scott LLC (Investment Management) since 2026, with employment at the firm starting in 2013.
Formerly, Mr. Borkowski was Principal at Advest, Inc. from 2004 to 2006, Vice President and Financial Advisor at Smith Barney Asset Management, Vice President at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2006 to 2013, and Financial Advisor at Tucker Anthony Holding Corp.
Education includes an undergraduate degree from Boston College, conferred in 1993.
Bob Borkowski active positions
| Companies | Position | Start |
|---|---|---|
Janney Montgomery Scott LLC (Investment Management)
Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance JMS-IM offers investment advisory services primarily through their Wealth Management Department. The investment advisory services generally fall within one of four broad business lines: (A) wrap fee programs (programs that typically provide investment advice, brokerage trading and custody and reporting for a fee); (B) financial planning services; (C) retirement plan investment advisory services; and (D) consulting services. | Portfolio Manager-Equities | 2013-09-30 |
Former positions of Bob Borkowski
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2013-09-30 |
Advest, Inc.
Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2006-02-28 |
Tucker Anthony Holding Corp. | Corporate Officer/Principal | - |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Training of Bob Borkowski
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Advest, Inc.
Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Tucker Anthony Holding Corp. | |
Janney Montgomery Scott LLC (Investment Management)
Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance JMS-IM offers investment advisory services primarily through their Wealth Management Department. The investment advisory services generally fall within one of four broad business lines: (A) wrap fee programs (programs that typically provide investment advice, brokerage trading and custody and reporting for a fee); (B) financial planning services; (C) retirement plan investment advisory services; and (D) consulting services. | Finance |
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